Steven D. Lichtenstein
, CLU, ChFC
Forest Hills Financial Group - Our Bio
STEVEN D. LICHTENSTEIN, CLU, CHFC
Investment Specialist, Agency Compliance Officer, Rego Park
Steven D. Lichtenstein, CLU, ChFC has provided advice and guidance to a myriad of clients, including high net worth individuals, trade organizations and small-to-medium sized business owners since joining the financial services industry and Forest Hills Financial Group in 1991.
Steven is a frequent lecturer and an industry leader on topics of interest such as retirement and longevity planning, long-term care insurance, and estate planning for baby boomers.
is a sixteen time qualifier of the prestigious Million Dollar Round Table, three time qualifier of Court of The Table, and sixteen time Guardian Leaderâ€™s club qualifier.
He is past president of the Queens Chapter of The New York City Association of Insurance and Financial Advisors (NAIFA) and President of The Health and Business Alliance, a local not-for-profit organization.
In 2004 Steven
was the recipient of the Queensboro Council for Social Welfareâ€™s Outstanding Service Award
and was named as an â€˜Everyday Heroâ€™ by Newsday
, for his
contributions to the community in 2005.
Steven is also a member of the State University of New York at Old Westburyâ€™s School of Business Advisory Board.
Steven leads a financial services team that provides a multitude of services that include life, health, disability income, medical and long term care insurance.
In addition, his
group includes specialists in tax planning, cost segregation, buy-sell agreements, pension & profit planning, divorce financial planning and business succession.
is an outdoor enthusiast and enjoys a wide variety of sports including golf, biking, tennis and running.
has four children and resides with his
wife Ava and her
two children, in Bellmore, NY.
Steven D. Lichtenstein is an Investment Specialist and Financial Advisor of Park Avenue Securities LLC (PAS).
Securities products/services and advisory services are offered by PAS, 95-25 Queens Boulevard, 10th Floor, Rego Park, NY 11374, 1-718-268-9255, a Registered Investment Advisor and broker-dealer.
Forest Hills Financial Group Inc
. is not an affiliate or subsidiary of PAS.
is a member of FINRA
Steven D. Lichtenstein is a Field Representative of The Guardian Life Insurance Company of America, New York, NY, 10004.
Send an e-mail to Steven D. Lichtenstein, CLU, ChFC