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BIO
Steven Sipniewski joined Westminster Financial Companies in 2013 as a Relationship Manager with a Series 7 & 66 plus life health & annuity. He has since then furthered his education with the Series 4, 24, 52 & 53, and became a Certified Financial Planner in 2020 (CFP®). Steven sits on various investment policy committees and has tied himself into the long term success of the many advisors and RIAs that he supports. Steven works with clients and advisors to improve everyone’s unique financial puzzle. He enjoys spending time with his wife Susan and their three children Nora, Henry, and Ellie.
EDUCATION
- Insurance License: Life, Health, Annuity
FINRA Series: 7,66,24,4,52,53
Professional: Certified Financial Planner, CFP®
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