Deanna Iannuzzi

Employer firm

Sterling Financial Planning Inc CRD 108664

$761M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• ADVICE ON MATTERS NOT INVOLVING SECURITIES.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → Present
  Sterling Financial Group
  Sparta, NJ

Other Businesses

AVON PRODUCTS INC; NY, NY - NOT INVESTMENT RELATED - 9/20/01 - INDEPENDENT SALES REP - 6-10HRS/MO TIME SPENT. - STERLING FINANCIAL GROUP - NJ 07871 - BACK OFFICE DUTIES - 15-20HRS/MO TIME SPENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-01
• S66 Uniform Combined State Law Examination
  2002-09-28
• S63 Uniform Securities Agent State Law Examination
  1991-02-27

Other Names

• Walz Iannuzzi
• Deanna Walz