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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Steven Sayegh

Founder and Wealth Management Advisor

(718) 954-9175

(914) 420-7933

Steven.sayegh@ceterais.com

Steven has been working in the financial services industry since 2001. He started his career as a financial advisor for Morgan Stanley in White Plains, NY. His career goals have remained the same from day one, helping people. He has...

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Jennifer Travolino-Rizzo

Sales and Service Assistant

718-954-9176

Jennifer.rizzo@ceterais.com

Jennifer Travolino-Rizzo has worked at Sayegh Wealth Management since its inception. She has assisted Steven since 2017. Her attention to detail, listening skills and great empathy is what she excels at. During her 30 years of...

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