Steven Sweeney, CFP®, CLU®, ChFC®, RICP®
Director of Advanced Markets
With more than 15 years of financial services experience, Steven helps financial professionals address issues related to complex case design, retirement preparation, investments, and life insurance. Before joining Transamerica’s Advanced Markets Group, Steven served as a variable annuity wholesaler, as well as a life insurance wholesaler working with select broker-dealer clients. He spent the first eight years of his career working closely with small business owners for a Chicago-based insurance and financial planning firm.
Steven earned his bachelor’s degree from the University of Pittsburgh and his Master of Business Administration from Colorado State University. He also holds FINRA Series 6 and 63 registrations, and carries the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), Retirement Income Certified Professional® (RICP®), and Certified Financial Planner™ (CFP®) designations.