Barbara Stetzko, CFP®, CDFA®
Barbara Stetzko’s profile on BrokerCheck
CERTIFIED FINANCIAL PLANNER Professional, CDFA® Barbara Stetzko has been a financial and business planning professional for individuals and major corporations since 1979. Her passion is client protection and education, taking her national practice to a high level of excellence in the industry. She has authored extensive client education materials, workshops, and audio recordings, as well as being quoted in print and on the radio.
Barb specializes in advanced strategies to help meet lifetime goals, reduce income tax, and transfer assets from one generation to the next without complication. Whether your objective is creating wealth, preserving your retirement nest egg, or surviving a tough time, she knows how to help meet your needs.