Stephen J. Engel is a Senior Private Wealth Advisor at Palumbo Wealth Management. He serves as a personal CFO to his clients and assists them in any financial situation that arises. Steve’s focus is on investment management, trust and estate planning, risk management, incapacity planning and income planning. He also serves as a fiduciary when assisting clients through the planning process.Steve has worked in the financial services industry for 11 years and most recently held the role of Wealth Management Advisor at TIAA where he provided his clients with detailed financial analysis and advice related to retirement, investment strategies, risk management, estate planning, insurance and lending. A 2009 graduate of Hofstra University, Steve obtained a bachelor’s degree in finance and business administration from the university’s Frank G. Zarb School of Business. Steve, his wife Rachel and their kids Jack & Rylie reside in Plainview, New York with their dog Lucas. Palumbo Wealth Management, LLC (“PWM”) is a registered investment advisor. PWM provides investment advisory and related services for clients nationally. PWM will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://palumbowm.com/.