Steven Stern, Cfp® Email and Phone Number
Steven Stern, Cfp® work email
- Valid
- Valid
Steven Stern, Cfp® personal email
- Valid
Steve specializes in building long term relationships and providing comprehensive financial plans to upper middle-class individuals and families. During his career he has realized that his true passion is for helping families through the various, complex financial challenges they may face as they enter retirement, such as downsizing or purchasing a second home, determining when work can become "optional," and making sure family is protected in the event of a sudden emergency. Steve’s mission is to act as a true advocate for his client’s financial well-being. To achieve this mission, he is very hands on in working with his clients to define their financial, professional and life goals. Once defined he coordinates their various professional relationships with attorneys, CPA's and insurance advisors into a cohesive strategy that is aligned to achieve these goals. Prior to joining Abel Financial Management, Steve spent nearly eight years as a Financial Planner with Planning Solutions Group in Fulton, MD and Keeney Financial Group in Columbia, MD. He also had the privilege of working for Convergent Wealth Advisors, Legg Mason and NVR, Inc. He realized that most firms expect their advisors to work with hundreds of clients and impose constant sales pressures. Steve decided to make the transition to firm ownership so he could offer a more personalized experience to a limited number of families.Steve is passionate about giving back to the community. He currently lives in Eldersburg, MD with his wife Emily, newborn daughter Ryleigh and rescue dog Berger. Steve recently graduated from the Young Leadership Council which grooms future leaders in the Baltimore Jewish community and spends his free time volunteering with The Associated, a Jewish Philanthropic organization. Steve is a board member of Comprehensive Housing Assistance, Inc.(CHAI) in Baltimore and chairs the investment committee for their multi-million dollar housing development fund.
Abel Financial Management Company
View- Website:
- abel-financial.com
- Employees:
- 3
-
PresidentAbel Financial Management Company Jul 2019 - Present -
PartnerAbel Financial Management Company Jun 2018 - PresentTowson, Md -
Investment Committee ChairChai Comprehensive Housing Assistance Inc. Jan 2019 - PresentBaltimore, Maryland Area -
Certified Financial PlannerPlanning Solutions Group Llc Mar 2015 - Jun 2018Fulton, Md
-
Financial PlannerKeeney Financial Group Mar 2011 - Feb 2015Columbia, Md -
Sales And Marketing RepresentativeRyan Homes Jan 2007 - Feb 2011Beltsville, Md -
Project ManagerRyan Homes Jun 2005 - Dec 2006Beltsville, Md -
Investment Consultant InternConvergent Wealth Advisors Sep 2004 - May 2005Rockville, Md -
Financial Advisor InternLegg Mason Jun 2004 - Aug 2004Towson, Md
Steven Stern, Cfp® Education Details
-
Finance -
Centennial High School
Frequently Asked Questions about Steven Stern, Cfp®
What company does Steven Stern, Cfp® work for?
Steven Stern, Cfp® works for Abel Financial Management Company
What is Steven Stern, Cfp®'s role at the current company?
Steven Stern, Cfp®'s current role is President and CERTIFIED FINANCIAL PLANNER at Abel Financial Management Company.
What is Steven Stern, Cfp®'s email address?
Steven Stern, Cfp®'s email address is ss****@****ail.com
What schools did Steven Stern, Cfp® attend?
Steven Stern, Cfp® attended University Of Maryland, Centennial High School.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial