Steve’s analytical background and his ability to sort financial complexities (in particular issues related to retirement, estate and tax planning) benefits clients greatly. He is a Chartered Financial Analyst charterholder. The Chartered Financial Analyst (CFA) charter is recognized as a hallmark of excellence in securities analysis throughout the U.S. and the world. Requirements for this designation are acknowledged to be among the most difficult in the financial services industry, requiring passing three sequential examinations over a minimum of three years, working in investment analysis and money management for more than three years and abiding by the CFA Institute’s stringent code of ethics and standards of professional conduct.
He has held many workshops for the public and charitable organizations over the years on a variety of financial planning and investment topics. Steve has been a regular guest and occasional guest host for a radio show devoted to financial planning for consumers. He is often quoted by local and national publications including Investors Business Daily, The Chicago Tribune, Bloomberg Personal, Business Week Online, the Associated Press, the Bergen Record, Investment News, Financial Advisor Magazine, the Newark Star Ledger, the Daily Record, the Smart Money Guide to Real Estate, (Gerri Willis, author) and the Physician’s Personal Advisory. He has written articles for the American Association of Individual Investors, the NAPFA Advisor and the Bergen Record. He has also appeared in the Wall Street Journals print and online editions.
In 2008 Steve was named as one of the top 250 advisors in the country by Worth Magazine.
Steve appeared on CNNfn’s show “Open House,” hosted by Gerri Willis. Steve discussed real estate including home ownership and owning investment properties.
He is a graduate of Stevens Institute of Technology (Bachelors in Engineering), Rutgers University (MBA, Business) and began his career as an electrical engineer. He has received a Masters in Business Administration with a concentration in investments and finance and a Masters of Science in financial planning with concentrations in estate planning and retirement planning. In addition to the CFA, Steve is also a Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Divorce Financial Analyst (CDFA), and most recently, the Registered Fiduciary (RF™) designation.
Steve is a member of the National Association of Personal Financial Advisors, (NAPFA). NAPFA is the nation’s premier organization of Fee-only financial advisors. NAPFA members adhere to a strict code of ethics and sign an oath stating they will not accept compensation from any third party and will not accept commissions of any kind. Steve presently serves on NAPFA’s North East/Mid-Atlantic Region board as president of the region and their Leadersip Development Committee. He is also a member of the CFA Institute (formerly the Association for Investment Mana