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Fogel Neale Wealth Management, LLC

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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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Ralph F

Series 63, Series 65, Series 66

New York, NY

Fogel Neale Wealth Management, LLC

Ralph Fogel is a financial advisor at Fogel Neale Wealth Management, LLC in New York, NY, with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at INTE Securities LLC and several affiliated Fogel Neale entities since 2009. Fogel Neale Wealth Management provides discretionary asset and wealth management services to individuals, trusts, estates, and retirement plans. The firm manages approximately $5.4 million for a small client base and offers customized portfolios drawn from seven model allocations, combining fundamental and quantitative research with a technical overlay to address market risk.

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