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.
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.
Important Note About Securities and Insurance Products
Cetera Investment Services registered office: 805 Franklin Lake Road, Franklin Lakes, NJ. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), memberFINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Columbia Bank is not affiliated with Cetera Investment Services LLC, Cetera Investment Advisers LLC, or Columbia Financial Services. Columbia Financial Services is a marketing name for Cetera Investment Services, LLC.
Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
*Trust services provided by BOK Financial.
**Consult your legal counsel for advice and information concerning your particular circumstances. Neither Cetera Investment Services, nor any of its representatives may give legal advice.
There is a surrender charge imposed generally during the first 3 to 10 years that you own the contract. Withdrawals prior to age 59½ may result in a 10% penalty in addition to any ordinary income tax.
The guarantee of the annuity is based on the financial strength and claims-paying ability of the underlying insurance company.
Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Columbia Financial Services: 1-800-624-0999