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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

Advisors near 90245

Out of 400,000+ nationwide

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Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Active portfolio management
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Linda W

CFP®, Series 63, Series 65

Long Beach, CA

Linda A. Walker, CFP

General retirement planning Income planning Cash flow / budgeting
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Max P

CFP®, Series 66

Playa Del Rey, CA

Pashman Financial LLC

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting General estate planning guidance Retirement withdrawal strategies Self-Employed
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Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Wealth management
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Mark G

Series 63

Los Angeles, CA

Haleakala Investment Advisors

Concentrated stock management Executive
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Joseph L

Series 65

Santa Monica, CA

Joseph C. Longo, Attorney At Law

Attorney
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James R

CFP®, Series 63

Rancho Palos Verdes, CA

Reeves, James, Townsend

Options & derivatives strategies Tax-loss harvesting Wealth management
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George G

CFP®, Series 66

Santa Monica, CA

Guttman Financial Planning

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
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John P

CFP®, RICP®, EA

Hawthorne, CA

Otium Advisory Group, LLC

I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.

General retirement planning General tax planning Sandwich Generation Gen X (Born 1965-1980)
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Jeffrey T

CFA®

Santa Monica, CA

Boulevard Investment Management LLC

Private / alternative investments Real estate investing Options & derivatives strategies Wealth management
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