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Steve S

CFP®

Eldersburg, MD

ABEL Financial Management Co.

Hi, I'm Steve. I've loved financial planning ever since I was a kid watching the ticker tape on CNBC as my mom, a homemaker learned about finances herself. I grew up in a very frugal household who taught me about working hard and saving for the future. My mother was a homemaker or "domestic engineer" as she calls it and my father was a federal employee. I was fortunate to be introduced to Rita Abel and become the owner of her small, family owned financial planning firm in 2019. Today we work with approximately 60 families. What makes us unique is our passion to be "accountability partner's" for our clients to ensure they take care of the important financial matters in their lives. We are part financial advisors and party financial therapists for our married couples but most importantly we are organized, proactive and have a passion for financial planning. Looking forward to meeting and if you want to know more, I encourage you to read our google reviews online. Just search "Abel Financial Reviews" in google.

Roth conversion strategy Early retirement planning General tax planning Inheritance planning Wealth management Retired Executive Military & Veterans Government Employee Biotech Professional Established Professionals Approaching retirement Retired

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Scott W

Series 63, Series 65

Totowa, NJ

Aurora Private Wealth, INC.

Scott Wallach is a financial advisor with Aurora Private Wealth, Inc. in Rockaway, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Aurora Private Wealth and Comprehensive Asset Management and Servicing, Inc. since 2017, and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of finance, he is involved in music production on a limited basis. Aurora Private Wealth, Inc. provides financial planning, consulting, and investment management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management and utilizes a network of supervised advisers who tailor strategies including asset allocation, mutual fund and ETF selection, and third-party manager allocation.

Options & derivatives strategies Wealth management Charitable giving & philanthropy Executive
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Glad P

Series 66

Totowa, NJ

Aurora Private Wealth, INC.

Glad Perez is a financial advisor with Aurora Private Wealth, Inc. holding a Series 66 designation and 16 years of industry experience. He has worked at firms including Indigo Wealth Management, Purshe Kaplan Sterling Investments, and Insight Private Advisors. Outside of finance, he owns Glad Reiki Healing, LLC, a therapeutic touch business. Aurora Private Wealth, Inc. provides financial planning, investment management, and consulting services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm’s approach includes discretionary and non-discretionary portfolio management with strategies tailored to client objectives and risk tolerance, supported by a network of supervised investment adviser representatives.

Options & derivatives strategies Wealth management Charitable giving & philanthropy Executive
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John C

Series 63, Series 66

Totowa, NJ

Aurora Private Wealth, INC.

John Chapel is a financial advisor at Aurora Private Wealth, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Purshe Kaplan Sterling Investments, Insight Private Advisors, and LPL Financial. He has been with Aurora Private Wealth since 2019. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, model portfolios, independent manager selection, and retirement plan consulting, with investment strategies tailored to client objectives and risk tolerance.

Options & derivatives strategies Wealth management Charitable giving & philanthropy Executive
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Edward R

Series 63, Series 65

Totowa, NJ

Aurora Private Wealth, INC.

Edward Reaven is a financial advisor at Aurora Private Wealth, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Artisan Advisors and First Capital Equities, Ltd. Outside of his advisory role, he is involved in life insurance sales and operates an online collectibles business. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm delivers investment advice through a network of supervised representatives who tailor portfolios using various strategies, including asset allocation, mutual funds, ETFs, options, and third-party platforms.

Options & derivatives strategies Wealth management Charitable giving & philanthropy Executive
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Willard M

Series 66

Totowa, NJ

Aurora Private Wealth, INC.

Willard Moore is a financial advisor with Aurora Private Wealth, Inc. in Holmdel, NJ, holding a Series 66 designation and 23 years of industry experience. He has worked at APW Capital, Purshe Kaplan Sterling Investments, Insight Private Advisors, and LPL Financial. Moore also serves as the managing member and wealth manager of Moore Wealth Management, LLC, an investment advisory and insurance firm. Aurora Private Wealth, Inc. provides financial planning, consulting, investment, and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management, independent manager selection, and retirement plan consulting through a network of supervised investment adviser representatives.

Options & derivatives strategies Wealth management Charitable giving & philanthropy Executive
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