Steve is a CERTIFIED FINANCAIL PLANNER™ professional. He has been in the financial services industry for over 25 years. Steve works with individuals, families and business owners. He assists his clients to develop a strategic financial plan to help his clients work towards achieving their financial goals. He has extensive experience in the areas of investment strategies, retirement income planning, insurance, education funding, tax planning and estate conservation.
Steve enjoys spending time with wife and daughter, family and friends. He resides in Montvale, NJ.