Steven T. Sweeney

Background:

With more than two decades in the financial services industry, Sweeney has broad experience across multiple disciplines of financial planning. Using a wide array of sophisticated techniques, he counsels financial professionals as they help clients navigate their financial journeys. He is a trusted partner of financial professionals who are seeking technical knowledge that supports client objectives.

Experience:

• Featured speaker at regional and national conferences and author of financial planning articles.
• Provides support to financial professionals with issues related to complex case design, asset accumulation, and tax efficiency.
• Prior to joining Allianz Life, Sweeney worked at Prudential and Transamerica. He also worked as a life insurance and variable annuity wholesaler.

Education, certifications, and memberships:

• Master of Business Administration from Colorado State University
• Bachelor’s degree from University of Pittsburgh
• Certified Financial Planner
• Chartered Life Underwriter
• Chartered Financial Consultant
• Retirement Income Certified Professional
• FINRA Series 6, 63, 7, 24