Steffanie A. Tyska

Steffanie A. Lerch
Financial Advisor, RJFS
steffanie.lerch@eaglewealthstrategies.com

Steffanie, a Certified Financial Planner™ professional, has been a member of the Eagle Wealth Strategies team since 2002 and is involved in all aspects of the firm’s client relationships. In addition to preparing portfolio review reports and conducting review meetings, she is responsible for researching investments, developing and implementing portfolio strategies, and providing ongoing monitoring of those strategies.

In addition to her CFP® certification, Steffanie holds a bachelor’s degree in finance from Rowan University, a Series 7 General Securities license, and life and health insurance licenses in the state of New Jersey.

CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.


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