Steven Adelson, Cfp®, Mba, Cep®, Chfc®, Apma™, Crpc™ Email & Phone Number

I’m honored to have been named to the following lists: Forbes Best-in-State Wealth Advisor for 2021- 2024, Forbes Top Next Generation Wealth Advisor for 2018, 2020- 2022, Forbes Best-in-State Next-Generation Wealth Advisor for 2019, 2022, & 2023, and Forbes Best-in-State Wealth Management Teams for 2023-2024 awarded to advisors and their teams who provide clients with a high-quality experience and lead the way in the industry. Thank you to my clients for your trust and the continued opportunity to work with you.Steven Adelson and Adelson Group Mission:We believe that the process we use at the Adelson Group sets us apart. Each client’s financial well-being is extremely important and we take it very seriously. We start by asking you questions about your life, your dreams, your financial goals, and your concerns. We have developed and refined a process to help you take the financial steps necessary to reach your goals. Through outstanding client service and personalized, comprehensive financial advice, we work with our clients passionately to help them plan to achieve their goals so they can experience more confidence now and throughout retirement. Areas of Focus: Retirement Income Strategies, Wealth Preservation Strategies, Tax Planning Strategies, Family Finances, Investments, Executive Compensation and Benefit Strategies, Retirement Planning Strategies, Saving for Education, Estate Planning Strategies, Charitable GivingCA Insurance #0K05726