Steven T. Sweeney

Background:

With more than 17 years in the financial services industry, Sweeney has broad experience across disciplines of financial planning. Sweeney uses his expertise in a wide array of sophisticated techniques to counsel financial professionals as they guide their clients through their financial journeys. 

Experience:

• 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.
• Featured speaker at regional and national conferences and author of financial planning articles.

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