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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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Leith H

Series 63, Series 65

New York, NY

Wealthcare Advisory Partners LLC

Leith Harmon is a financial advisor at Wealthcare Advisory Partners LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Counsel Fiduciary, LLC since 2006, maintaining a dual registration for transitional purposes. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of over 150 advisors, serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm combines a goals-based planning approach with an evidence-based investment framework and offers access to alternative and private placement investments.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John F

Series 63, Series 65, Series 66

New York, NY

Wealthcare Advisory Partners LLC

John Fiorito is a financial advisor at Wealthcare Advisory Partners LLC with 22 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Wealthcare Advisory Partners in 2022, he worked at RMR Wealth Management and Dinosaur Financial Group LLC. Fiorito is also involved in insurance sales as a non-investment related activity. Wealthcare Advisory Partners LLC manages approximately $6.0 billion in client assets through a team of more than 150 advisors, serving individuals, trusts and estates, retirement plans, charitable organizations, and businesses. The firm employs a goals-based, client-centered planning process supported by proprietary software and integrates behavioral economics with fundamental and technical analysis to construct long-term investment portfolios.

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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