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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

3 advisors near 99033

Out of 400,000+ nationwide

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Richard F

ChFC®, Series 63, Series 65

Worley, ID

Cimarron Wealth Management, Inc.

Richard Fangen is a financial advisor at Cimarron Wealth Management, Inc. with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cimarron Wealth Management in 2025, he worked with Financial Advocates Investment Management for over a decade. Outside of his advisory role, he is also an insurance agent, dedicating part of his time to offering insurance products and services. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, and business entities, as well as retirement-plan sponsors and participants. The firm’s investment approach focuses on value-oriented investing and strategic asset allocation, using a combination of model portfolios, tactical adjustments, and a mix of mutual funds, ETFs, and individual securities tailored to client objectives.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Equity compensation tax strategy Founder/Business Owner Executive
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Jon S

Series 66

Tekoa, WA

LPL Financial

Jon Strine is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He previously worked at Vorpahl Wing Securities and Wing Wealth Management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Dennis R

Series 63, Series 65, Series 66

Tekoa, WA

LPL Financial

Dennis Roginski is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. He worked at Vorpahl Wing Securities for 14 years before joining LPL Financial in 2019. Outside of his advisory role, Roginski is involved in video creation and photography through Roginski Group LLC and co-owns a business called Hitters. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional financial product services.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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