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Steven B

CFP®, Series 63

Flanders, NJ

Omega Capital Management, LLC

Steven Bedell is a CFP® with 22 years of industry experience and has been with Omega Capital Management, LLC since 1999. He holds a Series 63 license and operates out of Flanders, NJ. Omega Capital Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, families, retirees, retirement plans, businesses, and trust and estate clients. The firm employs a strategic asset allocation approach informed by Modern Portfolio Theory, offering both passive and active investment options tailored to client needs.

General retirement planning Income planning Wealth management Active portfolio management Passive / index investing Retired Founder/Business Owner Approaching retirement Married/Couples/Partners Established Professionals
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