NAPFA Spring 2023 National Conference Speaker

Steven T. Sweeney, CFP®, CLU, ChFC, RICP, MBA, is Vice President of Advanced Markets and Solutions at Allianz Life Insurance Company of North America. Sweeney calls on his 17 years in the financial services industry to leverage a wide array of sophisticated techniques in counseling advisors as they guide their clients through their financial planning journeys. Sweeney provides support with issues related to complex case design, asset accumulation, and tax-efficiency, including: • Portfolio construction and capital markets • Retirement income and portfolio distribution strategies • Tax management • Estate planning • Risk management and insurance • Charitable planning strategies