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Zoriana S

CFP®, Series 63

Kinnelon, NJ

Stawnychy Financial Services, Inc.

Zoriana Stawnychy is a CFP® professional with 47 years of industry experience. She has been with Stawnychy Financial Services, Inc. since 1991 and also worked with SAX Wealth Advisors, LLC from 2026. Stawnychy Financial Services provides fee-based investment advisory and comprehensive financial planning to individuals, small businesses, charitable organizations, and municipal governments. The firm offers qualified retirement plan consulting and manages portfolios using a tactical allocation strategy with a broad range of investment instruments, including equities, municipal securities, corporate debt, and options.

Wealth management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Founder/Business Owner Executive
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