Steven  Trend,  CFP<sup>&reg;</sup> - Financial Advisor

Steven Trend, CFP®

Financial Planner

Prudential Financial

14270 Evelyn Drive
Palm Beach Garden, FL 33410
FINANCIAL ADVISOR'S WEBSITE
(914) 528-7700 CONNECT WITH Steven
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General

Steven Trend is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Prudential Financial in Palm Beach Garden, FL and the surrounding communities.

Financial Advisor Overview

As a financial advisor, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge, and experience to match your investment profile with your risk tolerance, time horizon, and investment objectives, while also suggesting alternatives to help protect your assets.

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Financial Advisor Experience

Experienced in serving local business owners, families, and individuals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: CT ,FL ,NY, VA
  • Health/disability insurance: NY
  • Property/casualty: NY
  • Fixed annuities: CT, FL, NY, VA
  • Variable annuities: FL, NY, VA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Offering investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-201-6690.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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Helpful Financial Planning Resources