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Savvy Asset Management LLC

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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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Rui Guo M

Series 63, Series 65

New York, NY

Savvy Asset Management LLC

Rui Guo Ma is a financial advisor at Savvy Asset Management LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Tradeview Markets, Eddid Securities USA Inc., and Fx Direct Dealer. Outside of advisory work, she serves as a Sales Manager with Tradeview Markets. Savvy Asset Management LLC is a single-advisor registered investment adviser formed in 2022 that provides ongoing portfolio management and prepares Investment Policy Statements for individuals, high-net-worth clients, and business entities. The firm focuses on equities using fundamental, quantitative, and technical analysis, employing both long- and short-term trading strategies with discretionary authority.

Active portfolio management Concentrated stock management
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