Steven T. Sweeney

Vice President, Annuity Advanced Markets
Allianz Life Insurance Company of North America

Focused on:

  • Portfolio construction and capital markets
  • Retirement income and portfolio distribution strategies
  • Tax management strategies
  • Estate planning strategies
  • Risk management and insurance
  • Charitable planning strategies

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

Allianz Life Insurance Company of North America (Allianz) does not provide financial planning services.

Annuities and life insurance are issued by Allianz Life Insurance Company of North America (Allianz). Registered index-linked annuities are distributed by its affiliate, Allianz Life Financial Services, LLC, member FINRA, 5701 Golden Hills Drive, Minneapolis, MN 55416-1297. 800.542.5427 www.allianzlife.com

This content does not apply in the state of New York.