Steven Gelber
Empathically Direct Financial Coach helping families, small business owners, and solo practitioners to make better tax and financial decisions to not sacrifice all of today’s wants worrying about tomorrow’s dreams.
- Role
- Wealth Advisor at Financial Principles, A Hightower Wealth Management Practice
- Location
- Hackensack, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Steven Gelber
Steve has nearly 20 years of experience in the financial services industry and finds…
Experience
Wealth Advisor
Financial Principles, A Hightower Wealth Management Practice
Apr 2024 — Present · Fairfield, NJ, US
Education
Questrom School of Business, Boston University
Bachelor’s Degree
2006 — 2010
Skills
- Asset Allocation
- Trusts
- Investments
- Investment Management
- Strategic Financial Planning
- Estate Planning
- Personal Financial Planning
- Retirement Planning
- Asset Managment
- Wealth Management
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