Stefan A. Szygiel, CFP®, M.A.
As a Wealth Advisor, Stefan works with clients to develop, implement, and monitor tailored financial solutions. He is passionate about connecting with clients to learn their personal goals and working with them to create an evolving financial plan that fits their individual needs.
Prior to joining JFS, Stefan provided financial planning and investment management services to clients at Girard, a Univest Wealth Division as a Wealth Advisor. He was also a small business owner at IQ Sports Academy, LLC providing personalized soccer training and athletic scholarship consulting.
Stefan is a CERTIFIED FINANCIAL PLANNER™ and he also holds a Series 65 license. He has an M.A. in Education.
Outside of work, Stefan resides in Doylestown, PA with his wife and their two cats. He enjoys cooking, playing golf and travelling.