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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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Andrea Z

CFA®, Series 66

Weehawken, NJ

Wealth Teams Alliance

Andrea Zilli is a CFA® charterholder with 10 years of industry experience. He is currently affiliated with Wealth Teams Alliance and is the founder and CIO of AZ Partners, an advisory and consulting firm serving asset management entities. His prior experience includes roles at Merrill Lynch, Kore Private Wealth, AJ Wealth, Cerity Partners, and SFI Advisors. Wealth Teams Alliance serves individual and high-net-worth clients, offering discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services. The firm employs an asset-allocation driven investment process combined with technical analysis and supports a broader service platform through multiple offices, a wrap-fee program, and client education initiatives.

Business ownership considerations Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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