President and CEO
Steven Haug was born and raised in Long Island, New York. He moved to South Florida in 2004 to attend Lynn University. During his college years, Steven gained experience with venture capitalism through various internships.
After graduating, he entered the financial industry and became a financial planner. Starting his career with Ameriprise Financial in 2008, he focused his daily work primarily on reducing client risk in their portfolio and retirement accounts. Through financial planning, Steven encouraged his clients to work towards their financial goals, plan for retirement and evaluate current insurances. Steven holds the Series 7 registration with LPL Financial. He also holds a Series 66 with LPL Financial and Gaines Financial Group as well as life, health, and variable annuity licenses. He has received the designation "Chartered Retirement Planning Counselor" by the College of Financial Planning. He was recognized by Ameriprise Financial as a leading life insurance producer.
After years of successfully building a substantial client base and gaining knowledge of the industry, he accomplished his long term goal and became an independent financial advisor and formed Alliance Wealth Management. Steven is affiliated with LPL Financial, one of the leading financial services company and the largest independent broker/dealer in the nation. As reported in the Financial Planning Magazine, 1996-2014, based on total revenue. Supporting Mr. Haug is a team of dedicated individuals. Teresa Safran, LPL Registered Assistant, has almost 30 years experience in the financial service industry and Ivette McCartney, LPL Registered Assistant, having 11 years.
By introducing a customized planning program to pursue all financial goals, Alliance Wealth Management aims to understand each client's needs regarding financial and retirement planning. Every client's financial situation is unique, and at Alliance Wealth Management we strive to put together a plan that suits your individual goals.