Stefan holds a Master’s Degree in Finance with a focus in Investment Analysis from the Zarb School of Business at Hofstra University, as well as a Bachelor’s Degree in Economics from Bucknell University with a minor in Mathematics. He began his career with Flynn Zito in 2019 as an intern and then served as a Trade Desk Operations Associate from 2021 to 2024.
Stefan achieved the CFP® designation in April of 2024 and since then has applied his devotion for helping people in the field of financial planning. As a CFP® professional, Stefan upholds the high ethical and practice standards established by the CFP® Board. He also holds the Series 7 securities registration with LPL Financial and the Series 66 registration through LPL Financial and Flynn Zito.
In his free time, Stefan loves to spend time with friends and family, traveling, and playing sports. He played Division 1 soccer while at Bucknell University.