Steven T. Sweeney

Vice President, Advanced Markets and Solutions
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


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. 


  • 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

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

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

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