Our Financial Advisors
The experienced, reliable financial advisors at Columbia Financial Services are dedicated to serving our members through personalized wealth strategies, portfolio management, retirement planning, and much more. For years, our financial advisors have helped countless individuals and businesses create the financial plan they need to reach their ultimate goals. Through Columbia Financial Services, members also have access to a full range of investment advice and services including fee-based asset management, equities, fixed income products, and customized retirement plans - all from some of the best investment representatives Columbia Financial Services has to offer.
Contact Columbia Financial Services at 1-800-624-0999 for more information about our financial advisors or to schedule a complimentary consultation today. Check the background of this investment professional on FINRA's BrokerCheck.
Stephen Johnson, CFP®, a Certified Financial Planner and Investment Advisor Representative with over 14 years of Financial Services experience, is responsible for serving a full range of Investment Services offered at Columbia Financial Services - including retirement and business succession planning. He is a graduate of Monmouth University with a BS degree in Business and Finance. Mr. Johnson also holds various securities, registrations, and insurance licenses.
John Glita, CFP®, CLTC is an Investment Advisor Representative with over 19 years experience in the Financial Services Industry. As a Certified Financial Planner, John has successfully helped his clients develop and implement solutions for their current and future financial needs. John is a graduate of Rutgers University in New Jersey.
James Szpara is an Investment Advisor Representative with over 20 years experience in the Financial Services industry. Before joining Columbia Financial Services, James was a Regional Manager for financial advisors in the Metro Philadelphia area.
Erik Larsen is an Investment Advisor Representative with Life, Health and Variable licenses. He is licensed in New Jersey and New York. Eric has been in the financial industry for over 10 years. He attended St. John’s University.
Patrick Manion is an Investment Advisor Representative with Life, Health and Variable licenses. Patrick has over 10 years of experience in the financial services industry. He has experience helping clients meet a wide variety of their financial services needs. He is licensed in New Jersey and Connecticut. He graduated from Ithaca College.
Michael A. Gunza is an Investment Adviser Representative with an impressive history in the financial services industry for over 20 years. Mike develops strong client relationships by leveraging a wide variety of tools and strategies including detailed financial plans for investment clients. He is a graduate of Montclair State University with a BS degree in Industrial Education and Technology. Mr. Gunza was honorably discharged from the United States Marine Corps and has series 7,31,63,65,Life and Health Producer Insurance licenses.
Brandon Grocki is an Investment Advisor Representative with over 2 years experience and is responsible for providing a full range of custom tailored, goal based, financial planning services to both individuals and business owners - including retirement and business succession planning. He is a graduate of Seton Hall University, Stillman School of Business with a BS degree in Business and Finance. Brandon also holds a series 7, 66 and life and health licenses.