Stephen J. Kach

Professional, courteous, and independent on your behalf

skach@1stallied.com

I realize in addition to my financial management experience, independent advice, and investment resources; the foundation to building client trust is achieved in personalized service and responsiveness.

 

Steve Kach has been in the financial service industry since 1990. He has been an Investment Advisor Representative (IAR) for more than 20 years, helping clients with estate planning, retirement planning, and portfolio management.

He started his career at Prudential Insurance Company with a focus on variable annuities and mutual funds, as well as life, health, and property and casualty insurance.

In 1993, he became an independent financial advisor, with Gordon H. Dickinson & Co., through First Montauk Securities. In 2008, First Montauk was purchased by First Allied Securities Inc., (FASI) a San Diego-based broker-dealer firm. In January 2015, Gordon H. Dickinson & Co. rebranded and became AnchorPoint Wealth Management Inc.

During the course of his career, he has earned various advisory, leadership, and presidential council awards from several investment companies and financial institutions.

In 2011, Steve completed his study for the Certified Wealth Strategist (CWS®) professional designation earned by approximately 2,500 financial services professionals throughout the nation.

A 1982 graduate of The Pennsylvania State University, Steve is a life member of The Pennsylvania State University Alumni Association, the Lehigh Valley Chapter of the Penn State Alumni Association (Director of Membership), and a member of the Nittany Lion Club. He enjoys golf, physical fitness, working in his yard, and of course, all things Penn State.

 

Learn more about Steve at BrokerCheck by FINRA

Securities offered through First Allied Securities, Inc., a Registered Broker/Dealer. Member: FINRA/SIPC.  Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser.