Csenge Advisory Group
Csenge Advisory Group is one of the premier Registered Investment Advisory (RIA) firms in the Tampa Bay area*. With almost 30 years of experience providing individuals and businesses with financial planning and asset management expertise. What makes us different is our proprietary process that Measures, Manages, and Mitigates investment risk with careful adjustments to keep your portfolio aligned to your investment goals. We believe there are times to be offensive — fully invested — and times to be defensive — get out of some or even all asset classes. Over the years, we continually search for better ways to balance our investor’s desire for growth and higher returns with the need to minimize risk and lower volatility. As financial planners, we work with individuals to develop and implement comprehensive planning covering: retirement needs, income distribution, asset allocation and risk management, estate planning, business transition, tax efficiency, even just what to do with your IRA. Our 401k plan specialists provide consulting and fiduciary services to design and manage 401k and other retirement plans for businesses large or small. Securities and advisory services offered through Lion Street Financial, member FINRA, SIPC, and a Registered Investment Advisor. Investment Advisory Services offered through Csenge Advisory Group, LLC, a registered investment adviser not affiliated with Lion Street Financial.
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Verified contacts
18
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
1
tools in use
Monthly traffic
74
organic / mo
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Decision-makers and verified team members
18 contacts with verified email or phone · masked until revealed.
- EB
Elizabeth Blaschka
Controller · Finance & Accounting
EmailPhone - SB
Sean Biggs
Sr Investment Associate, Co-portfolio Manager · Other
EmailPhone - KE
Katey Edwards
Executive Assistant to CIO · General Business & Management
EmailPhone - KA
Kelly Annenos
Client Service Administrator · Customer/Client Service
EmailPhone - EC
Eric Caisse
Chief Investment Officer · Finance & Accounting
EmailPhone - HD
Helen Dowler
() · Other
EmailPhone - RB
Roger Bedillion
Managing Director and Wealth Advisor Pennsylvania · Other
EmailPhone - HA
Heidi A. Meyer
Director of Advisor Solutions · Sales & Business Development
EmailPhone - ES
Elyott Silverstein
Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 18 verified contacts
Top roles at Csenge Advisory Group
17 distinct titles indexed · top 10 shown.
- 2wealth advisor
- 1()
- 1advisor support specialist
- 1chief investment officer
- 1client service administrator
- 1controller
- 1director of advisor solutions
- 1executive assistant
- 1executive assistant to cio
- 1human resources specialist
- +7more titles
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