Stefan holds a Master’s Degree in Finance with a focus in Investment Analysis from the Zarb School of Business at Hofstra University, as well as a Bachelor’s Degree in Economics from Bucknell University with a minor in Mathematics. He began his career with Flynn Zito in 2019 as an intern and then served as a Trade Desk Operations Associate from 2021 to 2024.

Stefan achieved the CFP® designation in April of 2024 and since then has applied his devotion for helping people in the field of financial planning. As a CFP® professional, Stefan upholds the high ethical and practice standards established by the CFP® Board. He also holds Series 7 and Series 66 securities licenses with LPL Financial.

In his free time, Stefan loves to spend time with friends and family, traveling, and playing sports. He played Division 1 soccer while at Bucknell University.