Meet The Team

Zoriana M. Stawnychy, CFP®

teamZoriana Stawnychy has four decades of experience in the Financial Services Industry. She is the owner of Stawnychy Financial Services Inc., a Registered Investment Advisor which provides a full range of financial services to their clients. Services include wealth management, comprehensive financial planning, estate planning and insurance analysis. She was a Registered Principal with LPL Financial, the largest Independent Broker/Dealer (as ranked by Investment News based on total 2016 revenue) in the United States, for over 25 years. She started her career at Cigna Securities in the Estate Planning and Insurance Division and progressed to the Financial Planning Division.

Zoriana is a CERTIFIED FINANCIAL PLANNERTM professional and a licensed Life and Health Insurance Agent. In 2016 she qualified for membership in the highly prestigious Million Dollar Round Table (MDRT), a Premier Association of Financial Professionals®, which is a global independent association of the leading life insurance and financial services professionals from more than 500 companies and 67 countries. She has received over 20 awards for exceptional client services. Zoriana is a Five Star Wealth Manager in the state of New Jersey. In order to receive the Five Star Wealth Manager Award, 10 objective eligibility and evaluation criteria must be satisfied. She was a recipient of the Albert Nelson Marquis Lifetime Achievement Award presented by Marquis Who’s Who in 2017. She has had the honor of being listed in Who's Who in Finance and Industry since the year 2000 and has also been listed in many other distinguished directories.

Zoriana attended Fordham University where she was graduated with a B.A. in Liberal Arts.

Giuseppe Roveccio, MBA, CFP®

teamGiuseppe is a CERTIFIED FINANCIAL PLANNERTM professional and a licensed Life and Health Insurance agent with seven years of financial industry experience. He started his career at Penn Mutual Insurance Company where he was a client management specialist. He worked there for five years supporting financial advisors in client case design and specializing in investment analysis. He is currently a financial advisor and planner at Stawnychy Financial Services where he develops customized financial plans for clients. In this role he advises clients, monitors and rebalances clients’ portfolios. He is responsible for the Institutional Intelligent Portfolios platform that Stawnychy Financial Services offers for beginning investors. He has a Master of Business Administration in finance from William Paterson University. Outside of work, Giuseppe his services for the Roma Club in northern New Jersey where he serves as Director of Finance. He enjoys soccer and spending time with his friends and family in his free time.

 

 

Daniel Kochakji, M.E.

teamDaniel brings to Stawnychy Financial Services seven years of financial industry experience. He spent four years of his career with Fidelity Investments Inc. where he worked as a Health and Welfare Benefit Specialist, before transitioning into a role as a Client Investment Needs Coordinator. He also spent three years with State Farm advising clients on various insurance products. As an experienced insurance professional he provides in-depth guidance, analysis, and expertise in a wide range of insurance areas. These areas of specialization range from Property and Casualty, Life and Health and Long Term Care insurance. Daniel is a licensed agent in all of the aforementioned insurance disciplines. In addition he is in charge of overseeing the day-to day execution and implementation of various marketing projects for the company. In his free time he enjoys fishing, surfing, and gardening.

 

 

George Stawnychy

teamGeorge is responsible for quality control, as well as maintaining the security alert system on all portfolios and individual securities. He is involved in the day to day operations of the Stawnychy Financial Services office. He joined the financial services industry after a successful career in engineering. Outside of work he enjoys stamp and coin collecting.

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