Steven became an independent financial advisor in 2012 where his clients enjoy access to some of the industry's best investment management, financial services and unbiased institutional research. Since the beginning of his career in 2005, Steven leverages his network of professional experts and his breadth of experience to ensure that his clients have the clarity and tools to take control of their financial world.Prior to joining Wealth Plan Partners, Steven was a partner at a boutique wealth management firm working with ultra high net worth clients implementing financial and investment strategies. Steven works mostly with young executives who despite their age are well ahead of the financial bell curve; before working with Steve, they mostly had similar cookie cutter strategies and now enjoy a level of service and sophistication typically reserved for the ultra wealthy.Born in Brooklyn, NY and a Yeshiva University alumnus, Steven and his wife live in Bergenfield, NJ with their daughter. Steven holds securities FINRA Series 7 and Series 66 license and is licensed to sell insurance.Specialties: Estate Planning, Pension Planning, Investment Services, Insurance, Asset Protection, Retirement Planning, Succession Planning, Business Operating and Buy-Sell Agreements, Executive Compensation.Securities offered through Securities America, Inc. Member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through WealthPLAN Partners. WealthPLAN Partners is not affiliated with the Securities America companies.The third-party comments displayed are not verified and may not be accurate and are not necessarily representative of all client experiences.For a list of states in which we are registered to do business, please visit our website www.joinwpp.com.WealthPlan Partners, Inc.101 South 108th AvenueOmaha, NE 68154(402) 697-5458