Steven Katzenstein

Steven Katzenstein is a Senior Wealth Advisor with Prosperity. For over 30 years Steven has worked with business owners, entrepreneurs, retirees, executives, and high-net-worth families to provide holistic financial solutions.  

Steven is responsible for crafting and delivering tailored financial strategies for his clients.  He helps clients achieve their goals through personalized, well-maintained plans. He enjoys working with multiple generations, offering steady guidance and delivering exceptional experience. 

Prior to joining Prosperity, Steven was a Financial Advisor at HPG Wealthcare Advisors, LLC, a leading North Carolina-based wealth management firm. 

Credentials & Education

• CERTIFIED FINANCIAL PLANNER ™ (CFP®)
• FINRA Series 6, 7, 63 & 65
• Insurance: Life, Accident and Health, Variable Life & Annuity, Medicare Supplement, Long-Term Care 

• University of South Carolina: BS, Business Administration 

Affiliations

• Financial Planning Association 

• Raleigh Racquet Club