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Valic Financial Advisors

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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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Eric S

Series 63, Series 65

New York, NY

Valic Financial Advisors

Eric Sprung is a financial advisor at Valley Wealth Managers, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Jefferies Research Services LLC and Jefferies LLC, along with military service in the U.S. Air Force. Valley Wealth Managers, Inc. is an SEC-registered investment adviser managing approximately $2.32 billion for institutional clients and individual investors, including high-net-worth households. The firm employs a client-specific, risk-based investment process with tactical asset allocation and proprietary equity valuation to construct portfolios from individual securities, mutual funds, and ETFs, supported by committee-managed models and Envestnet technology.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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