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Steve Bronder, CFP®, ChFC®, RICP®

Steve bronder, cfp®, chfc®, ricp®

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location of Steve Bronder, CFP®, ChFC®, RICP®Ballston Spa, New York, United States
Phone number of Steve Bronder, CFP®, ChFC®, RICP®+91 xxxx xxxxx
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  • Timeline

    Jun 2005 - Dec 2006

    Professional Baseball Player

    Chicago Cubs
    Jun 2011 - Jun 2020

    Financial Consultant

    AXA Advisors
    Current Company
    Jun 2020 - now

    CERTIFIED FINANCIAL PLANNER™ professional

    The Summit Group NY

  • About me

    CERTIFIED FINANCIAL PLANNER™ professional at The Summit Group Credentialed Holistic Financial Coach

  • Education

    • Teachers college, columbia university

      2024 -
      Credentialed holistic financial coach

    • Manhattan college

      -
      Bachelor's degree kinesiology and exercise science

      Activities and Societies: Captain of Baseball Team

  • Experience

    • Chicago cubs

      Jun 2005 - Dec 2006
      Professional baseball player

    • Axa advisors

      Jun 2011 - Jun 2020
      Financial consultant

      AXA Advisors has updated the overall brand for our family of companies to Equitable Advisors (effective January 14, 2020)

    • The summit group ny

      Jun 2020 - now
      Certified financial planner™ professional

  • Licenses & Certifications

    • Certified financial planner

      Certified financial planner board of standards, inc.
      Jul 2021

    • Series 7, 63, 65, ny, nj, ma state licenses, new york state partnership for long term care insurance

      Jun 2011

    • Credentialed holistic financial coach

      Teachers college, columbia university
      Sept 2024

    • Chartered financial consultant

      The american college of financial services

    • Retirement income certified professional®

      The american college of financial services
      Nov 2023
      View certificate certificate