Stephen Blazejewski, Financial Advisor

09/11/2025

I’m excited to announce I’m now a Credentialed Holistic Financial Coach, issued by Columbia University’s Coaching Center of Excellence. 😁🥳 By knowing who and what is most important to my clients at every stage in their lives — as well as the motivations behind their goals and dreams — together, we can design a more purpose-driven financial plan.

Coach

Columbia Coaching Center of Excellence (CCOE), Teachers College, Columbia University, in partnership with Equitable Advisors, offers a customized Holistic Financial Coaching Program. The program is created especially for the firm’s Financial Professionals and Leaders, resulting in the “Credentia...

08/12/2025

Had the distinct honor of being a returning Panelist for the LGBTQ+ Breakout Sessions at the 2025 Diversity & Inclusion Summit! 🏳️‍🌈 Even better share the time with two of my favorites, Leanne and Sarah! 😁

-Ogle

03/14/2025

Take 5 minutes to check your beneficiaries on your financial accounts!! 💀💵 God forbid something were to happen to you, assets with named beneficiaries or Transfer on Death (TOD) designations go directly to your loved ones without being charged fees by an attorney to go through probate.

Even I, as a Certified Financial Planner® professional, forgot to do this and recently had to add beneficiaries to my checking and savings accounts.

A transfer on death designation allows investment and brokerage account owners to establish beneficiaries to receive their assets without going through probate.

03/07/2025

⚠️ Don't have enough emergency savings? ⚠️ You're not alone: "27% of U.S. adults have no emergency savings at all — and a further 29% don’t have enough saved to cover three months of expenses."

Let's connect to build out your financial plan, but more importantly to give you peace of mind!

An emergency fund that can cover six months' worth of expenses is far easier to build if you focus on smaller goals at first.

02/28/2025

Not sure if you are financially able to retire? 🤷‍♂️ This article covers several important topics to consider including the benefits of speaking to a CERTIFIED FINANCIAL PLANNER® professional prior to pulling the trigger.

The former editor of Kiplinger Personal Finance shares key financial takeaways from his first year of retirement.

02/21/2025

‼️ Attention Young Investors: failure to start saving early and often may cost you hundreds of thousands of dollars in retirement! 😱 Check out the below article for more details:

Don't know where to start? Reach out to a CERTIFIED FINANCIAL PLANNER® professional like myself to take control of your financial freedom! 💪

Putting off some key financial moves because they seem too complex? You could be costing yourself over the long run.

08/10/2022

Last month I had the pleasure of attending Equitable's 2022 DEI Summit in Miami, FL and receiving the Darwin Davis Award! "This award is given in recognition for raising awareness and promoting change by advancing DEI within your communities" and came with a $2,500 grant to donate to a charity of my choice!

Darwin Davis left an incredible legacy not only with our company, but within his community -- I can only hope to live up to his name and the honor that comes with this award. Read more about Darwin here: https://lnkd.in/e_xb8Jar

10/29/2021

Who doesn't love a new headshot? Photo creds to my amazing dad, John Blazejewski 📸😁

08/27/2021

Calling all Small and Minority-Owned Businesses! You DON'T want to miss this event. Learn how to get certified and leverage your identity to win contracts from government entities and Fortune 500 companies!! Keynote Speaker: Hester Agudosi Esq., Chief Diversity Officer for the State of NJ! Learn more at bit.ly/CERTIFY2021

07/30/2021

What a whirlwind this week has been! I had the distinct honor of speaking to almost 600 co-workers across the country on not one, but TWO panels for Equitable's 2021 Diversity and Inclusion Summit! 🌈 Then to my complete surprise, I was recognized with the D&I Rising Star Award! (ps, they'll be updating the spelling of my name LOL 🤣)

I've said it before, and I'll say it again -- I am so blessed and humbled to be working at a company that values diversity and inclusion and I want to thank Andrea Juett and her team for the hard work they put in to making this Summit a success! 💪

Thank you as well to the many mentors I have had at Equitable along the way that have empowered me to pursue my passion of providing financial plans and advice
to the LGBTQ community! 🙏 Jonathan Barrett Leanne Plancic George Hawkins