Steven Simerka CIMA®

Prudential Advisors
Tennessee

Steven Simerka has over 25 years of industry experience as an Investment Advisor Representative. In 1998 he earned the CIMA® (Certified Investment Management Analyst) Designation from the Wharton School, University of Pennsylvania and still holds the designation presently. Steven has been married to his wife, Nicole, for 28 years. Together, they have two children, Sloan & Steven II, as well as pets, Chanel, Cocoa, Hollywood & Boomer.

No matter where you are in life – just starting out, providing for a family, saving and investing, or planning for retirement – having a clear financial path can help give you confidence for the future. Let’s create a strategy that can help you meet your goals and overcome your challenges.

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LICENSES & ACCREDITATIONS

Certified Investment Management Analyst (CIMA®)
Retirement Income Specialist
Life, Accident & Health Licensed
Annuity & Long Term Care Licensed

AREAS OF EXPERTISE

Retirement Income Planning
Asset Maximization
Wealth Protection
Annuity Specialist