Steven Cucinelli is a Managing Director with Planning Alliance. He mentors and empowers new Financial Representatives to make a positive and lasting impact in the lives of their clients and communities. Also, Steven manages his valued client relationships with a practice focus on helping families and small business owners improve financial confidence in the short-term and the long-term.
Steven joined the firm in 2007 and was promoted to the role of Managing Director in 2008. Prior to Planning Alliance, Steve was Deputy Press Secretary for a United States Senator.
Steven graduated with a Bachelor of Science in Government and Politics from the University of Maryland in 2005. He is a published thought leader on the topic of Retirement Planning.
When he is not working with clients or team members, Steven enjoys travel and spending time with his wife and daughters.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian.CA Insurance License Number - 0I80894.