Steven Kalt

Prudential Financial
360 Hamilton Ave., 9th Floor
White Plains, NY 10601
Office: 904-989-3800 x6230
Direct: 914-777-2567
steven.kalt@prudential.com

Areas Served:
USA

Areas of Specialty:
Life Insurance, Disability, Long Term Care, Mutual Funds, Annuities, Retirement Planning, College Funding.

Accomplishments:
MBA, Finance - St. Johns University,  BBA, Accountancy - Baruch College, Life Underwriters Training Council Fellow - LUTCF, Certificate of Long Term Care - CLTC

Comments:
I partner with my clients is assisting them to reach financial security and freedom. We work through a planning process that increases the client's vision of their long-term life goals. My practice concentrates on wealth accumulation and growth in the earning years, distribution through retirement and transfer to the next generation using tax-advantaged strategies. We always look to implement life-changing financial strategies that enhance the client's lifestyle and create a great life.

What it's meant being a member of C5:
The opportunity to forge lasting relationships. The gift of knowledge the group creates and shares. It means participating in new and exciting experiences and living a fuller life.