Steven D. Katzenstein

Financial Advisor
919-232-5950

Check me out on BrokerCheck

Education and Professional Affiliations

  • Bachelor of Science in Business Administration from the University of South Carolina 
  • Member of the Financial Planning Association

Licenses

  • Securities: FINRA Series 6, 7, 63 & 65 Exams
  • Insurance:  Life, Accident and Health,Variable Life & Annuity, Medicare Supplement, Long-Term Care

Community Affiliations

  • Board Member of the Pointe at Falls Lake
  • Active Member of Raleigh Racquet Club
  • Former Board Member of the National Multiple Sclerosis Society
  • Former President of Temple Beth El Men’s Club
  • Former Club President of Toastmasters

Personal

  • Married to Lori Katzenstein
  • Children: Jacob & Benjamin
  • Avid tennis player