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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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Michael C

Series 63, Series 65

Paramus, NJ

Gladstone Wealth Partners

Michael Cuttita is a financial advisor with Gladstone Wealth Partners in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at LPL Financial, Bank of America, and Merrill. Outside of his advisory work, he has been involved in real estate rental activities. Gladstone Wealth Partners provides asset management, financial planning, and retirement consulting services to individuals, high-net-worth clients, corporations, pension plans, and charitable organizations. The firm offers a range of investment solutions through a network of independent advisers, utilizing equities, fixed income, ETFs, alternative assets, and third-party managers, along with specialized retirement plan fiduciary services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Business succession planning Founder/Business Owner Retired Executive
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Stephen R

CFP®, Series 66

Newark, NJ

Gladstone Wealth Partners

Stephen Roth is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Gladstone Wealth Partners since 2015 and has prior experience at Private Portfolio Partners, LLC and LPL Financial, LLC. Roth also serves as a benefit consultant for several insurance-related businesses. Gladstone Wealth Partners provides asset management, financial planning, retirement plan consulting, and advisory services to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment solutions including wrap programs, discretionary management, and access to model portfolios and sub-advisers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Charitable giving & philanthropy Business succession planning Founder/Business Owner Retired Executive
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