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Stkeros Financial Planning, 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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Sotirios K

Series 65

New York, NY

Stkeros Financial Planning, LLC

Sotirios Keros is the principal of Stkeros Financial Planning, LLC in New York, NY, with 10 years of industry experience. He holds a Series 65 designation and has a background that includes clinical work and academic roles at Weill Cornell Medical College and Sanford Children's Hospital. Keros combines his financial planning practice with formal tax preparation and educational workshops for medical professionals. Stkeros Financial Planning, LLC provides fee-only financial planning and investment advice primarily through hourly engagements to individuals, families, and small businesses, including high-net-worth clients. The firm employs a passive, Modern Portfolio Theory–based investment approach using low-cost index funds and ETFs, offering individualized financial planning and non-discretionary recommendations without ongoing asset management fees.

Social Security optimization Income planning General tax planning Cash flow / budgeting Doctor or Medical Professional Founder/Business Owner Mid-Career Professionals
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