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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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Chris T

CFA®, Series 66

New York, NY

Belzberg & Co.

Chris Theodoridis is a CFA® charterholder and Series 66 licensee with five years of experience at Belzberg & Co., where he serves as Chief Compliance Officer and General Counsel. Prior to joining Belzberg, he worked at Proskauer Rose LLP for several years. He also holds leadership roles at Everberg Capital Partners, including Chief Operating Officer and General Counsel. Belzberg & Co. advises private investment funds and high-net-worth individuals, focusing on private equity and private credit strategies. The firm offers tailored investment solutions that combine liquid and illiquid exposures across various asset classes, managing approximately $1.7 billion in assets.

Private / alternative investments Real estate investing Business sale tax planning Founder/Business Owner Executive
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