Vivian Kaufmann, Stephen J. Kozuch, Sam Del Propost, and their associates have successfully helped both individuals and businesses achieve financial security through prudent planning and active asset allocation strategies.
Vivian Kaufmann came to Equitable Advisors,LLC in 1990. She is a former business owner and understands the needs of the small business community. Presently, she is an active member of the National Association of Women Business Owners (NAWBO) and the National Association of Female Executives (NAFE.). Vivian has been awarded the title of Retirement Planning Specialist by Equitable Advisors,LLC based on the receipt of a Wharton Certificate in Retirement Planning.
After working as a fixed income analyst at Paine Webber, Stephen J. Kozuch went on to get his MBA in finance at Fordham University where he graduated with honors. Both Stephen and Vivian are Equitable Advisors,LLC: Qualified Plan Specialists, Circle of Excellence requalifiers, and are repeated members of the National Leaders Corp.
Sam Del Propost formally joined Vivian and Stephen in 2013. Sam has been with Equitable Advisors,LLC since 2000 and holds the CERTIFIED FINANCIAL PLANNER® professional and the ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM designations. He is a Retirement Planning Specialist with a Certificate of Retirement Planning™ from the Wharton School of the University of Pennsylvania, and he is a member of the Society of Financial Services Professionals. Sam is married and is a resident of Maplewood, NJ.
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
ADPASM is a service mark of the College for Financial Planning.
