PODCAST

Steven S. Sansone, Principal, Kravitz Investment Services

Steve Sansone has spent twenty-five years in the retirement plan industry as an investment wholesaler and RIA. He currently is a Principal at Kravitz Investment Services and a Vice-President of Payden/Kravitz, a joint venture between Payden & Rygel and Kravitz Investment Services, offering the Payden/Kravitz Cash Balance Pension Plan Fund.While Steve does maintain a successful RIA practice of over 100 clients and $200 million, his main focus is helping Advisors and TPA firms grow their practice through cash balance plan strategies. Steve is a frequent speaker at National Conferences, a presenter for the Kravitz Cash Balance Coach program and is co-authoring a book on Cash Balance Plans to be released in the fall of 2009. He graduated from the SUNY Buffalo School of Law (Cum Laude) and serves as a member of the Board of Directors for Bank of Santa Clarita, in Santa Clarita, California.