Topic: Navigating Retirement
- Identifying the Gap – social security and pensions other sources of retirement income.
- Asset allocation and performance
- Alternative asset classes
- REITS as an income source.
Navigating Retirement with guest Steven Kolinsky
Steven Kolinsky, CLU, ChFC
Managing Member & Founder
Since 1982, Steven Kolinsky has provided thousands of clients with sound advice, investment guidance and counsel. His experience and knowledge has made him one of the top Financial Advisors in the country.
Throughout his 30 years, Kolinsky has worked with a diverse group of high net worth individuals, families, and business owners providing them with a variety of financial services and insurance solutions.
He is an Investment Advisor Representative for Kolinsky Wealth Management, LLC., an SEC Registered Investment Advisor. In addition, Steven is a Registered Representative with American Portfolios Financial Services, Inc., a Broker-Dealer in Holbrook, New York. Kolinsky has earned the distinguished Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College.
Steven is a lifetime and qualifying member of the prestigious Million Dollar Round Table. In addition, his memberships include: American Association of Life Underwriters (AALU), National Association of Insurance and Financial Advisors (NAIFA) and Society of Financial Service Professionals (FSP). Kolinsky is also a past President of the UJA/Federation of Rockland County, New York.
A graduate of Pace University in Westchester, NY, Steven resides with his wife Janine, son Chad and their two rhodesian ridgeback’s in Bergen County, NJ.
Kolinsky & Associates founded by Steven Kolinsky
50 Tice Boulevard, Atrium Level, Woodcliff Lake, NJ 07677
201-474-4011 MAIN 201-505-4879 FAX kolinskywealth.com firstname.lastname@example.org