Stephen Kleczkowski, Senior Relationship Manager, Moneco Advisors Westchester

Stephen Kleczkowski

Senior Relationship Manager
Favorite part about working at Moneco:
The incomparable culture at the firm and the generational expertise. It’s wonderful to work with colleagues that genuinely care about each and every client and build real relationships.
What I enjoy most about what I do:
Being able to assist clients in pursuing their financial goals and cultivating long-lasting relationships

Favorites

Quotation: “Love the life you live” – Unknown
Vacation Destination: Any island in the South Western Pacific
TV Show or Movie: Ozark
Band or Music: Classic Rock, Alternative, Reggae, Country
Sports Teams: New Jersey Devils, Yankees, Giants
Experience:
Stephen joined the Moneco Advisors team in the summer of 2022, working out of the Bergen County office. Before joining Moneco, Stephen honed his skills while interning at an independent financial advisory firm, where he discovered his passion for helping clients achieve their financial goals. With a strong foundation in finance, Stephen is dedicated to understanding the unique needs and aspirations of each client, developing personalized strategies to help guide them through the complexities of managing their wealth. Stephen’s mission is to help build long-term relationships with his clients by offering tailored advice that adapts to life’s changes and evolving financial landscapes.
Education & Certifications:
He graduated from San Diego State University with a BA in finance from the Fowler College of Business. In the future, Stephen plans to pursue the Certified Financial Planner™ designation to enhance his ability to provide comprehensive financial guidance.
Personal:
When not working with clients, Stephen enjoys spending quality time with his family at the beach, fishing, and traveling.

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