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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

4 advisors near 95971

Out of 400,000+ nationwide

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Kris K

Series 66

Quincy, CA

Edward Jones

Kris Kurpjuweit is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2019. Prior to his career in financial advising, he spent nine years working with the Department of Corrections and Rehabilitation (HDSP). Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

College savings (529s, UTMA, etc.) Retired Founder/Business Owner Executive
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John R

Series 66

Quincy, CA

UBS Financial Services

John Ryan is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad range of capital markets services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Barbara H

Series 66

Quincy, CA

Edward Jones

Barbara Hunter is a financial advisor at Edward Jones in Quincy, CA, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Edward Jones since 2019 and earlier experience at Ziegler & Ames from 2013 to 2017. Outside of her advisory work, she is affiliated with Portola United Methodist Church. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of advisory programs and tax-efficient investment strategies.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Aaron L

Series 66

Quincy, CA

Edward Jones

Aaron Lohn is a financial advisor at Edward Jones in Quincy, CA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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