Steven Glamuzina
CFP®, ChFC®
Partner
Steven Glamuzina is a Financial Consultant with The BlackOak Group. He joined the company in November of 2008 after graduating from the State University of New York at Buffalo with a Bachelor of Science degree in Business Administration from the School of Management. During his tenure at the company, Steve has worked in various areas of financial planning such as retirement planning strategies, life insurance, college funding, investments, professional money management platforms, long-term care insurance, asset allocation, and estate planning strategies.
Steve is a CERTIFIED FINANCIAL PLANNER™ professional and earned the designation of Chartered Financial Consultant (ChFC®). He also holds the title of Retirement Planning Specialist which was awarded by Equitable Advisors, LLC, based upon the successful receipt of a Certificate in Retirement Planning from Wharton . Other credentials include life insurance and health insurance licenses and FINRA Series 7 and 66 registrations. Steve is also a public notary.
Steve resides in Buffalo with his wife and three children. Outside of work, he enjoys spending time with his family and serves on the Finance Council for Saint Gregory the Great Parish. He has helped orchestrate several golf tournaments for the “Make-A-Wish” and “Mikey’s Way” Foundations with The BlackOak Group. Steve enjoys volunteering at his children’s school and helping with the National Parkinson’s Foundation of WNY Annual Auction Event.
“I truly understand the hard work and many hours my clients put in to earn their money. I take great pride and responsibility in helping them strive to make that money work hard for them. I work with individuals, families, and businesses, helping them identify and lay the proper foundation to help them reach their financial goals. I can utilize resources at Equitable Advisors, LLC to design appropriate and suitable financial portfolios for my clients. I focus on long-term relationships with our clients based on respect and mutual trust.”
Professional Recognitions
- Centurion
- National Leaders Corps
Contact Information
Steven.Glamuzina@Equitable.com
Office: (716) 626-2515
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
A ChFC® is The Highest Standard of Knowledge and Trust in Financial Planning. Your Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential.
CA Insurance License # 0G89247
i. Disclosure – The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional’s (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@equitable.com