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Zoriana Stawnychy

Advisor at Stawnychy Financial Services, Inc.

Updated today

Location

Kinnelon, NJ 07405

Credentials

CFP®, Series 63

Industry experience

47 years

About

Zoriana Stawnychy is a CFP® with 46 years of industry experience and has been leading Stawnychy Financial Services, Inc. since 1991. She previously worked at LPL Financial LLC for 25 years. Stawnychy Financial Services, Inc. provides fee-based investment advisory and comprehensive financial planning services to individuals, charitable organizations, municipal governments, and small businesses. The firm employs a tactical allocation approach to manage discretionary portfolios, offering services that include estate and business planning, retirement plan consulting, and participation in wrap-fee programs.

Client services

Based on Stawnychy Financial Services, Inc.

Financial planning Portfolio management

Expertise

Based on Stawnychy Financial Services, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Occupation focus

Based on Stawnychy Financial Services, Inc.

Founder/Business Owner Executive

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Fee options

Percentage

Up to 1.55% per annum (variable, negotiated)

Project-based

$100 to $300 per hour depending on service

Other

Fee-only: Fixed fees ranging from $500 to $15,000 depending on scope and complexity

Location

135 Kinnelon Road, Suite 101

Kinnelon, NJ 07405

Most active in

Florida · New Jersey · New York · Texas

Work history

Stawnychy Financial Services Inc.

1991 - Present (35 years)

LPL Financial

1991 - 2016 (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
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Series 63, Series 65

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General retirement planning Wealth management
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Abraham I

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Wealth management Passive / index investing
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Passive / index investing
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John D

Series 63, Series 65

Denville, NJ

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Gene T

CFA®

Fairfield, NJ

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Income planning Tax-loss harvesting Cash flow / budgeting College savings (529s, UTMA, etc.)
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