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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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Wilder H

CFA®, Series 63, Series 66

New York, NY

Poxono Capital

Wilder Harvard is a CFA® charterholder with 14 years of industry experience. He is currently with Poxono Capital and has previously worked at Alliance Bernstein, BlackRock Investments LLC, and Vernier Capital Partners. He is the founder of a consulting firm that provides market intelligence, brand consultation, and fundraising advice to alternative investment managers. Poxono Capital offers discretionary portfolio management primarily to individual and high-net-worth clients, combining multiple analytical methods and a range of investment strategies. The firm also advises a private fund and emphasizes tailored investment programs supported by written Investment Policy Statements.

Options & derivatives strategies Active portfolio management Private / alternative investments Real estate investing
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