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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

Top 30 financial advisors of 163 near 92399

Out of 400,000+ nationwide

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Paul M

Series 66

Redlands, CA

Edward Jones

Retirement income strategy General retirement planning Wealth management General estate planning guidance
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David F

Series 66

Yucaipa, CA

Edward Jones

Retirement income strategy Wealth management Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies
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Ryan H

Series 63, Series 65

Redlands, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Sean L

Series 63, Series 66

Redlands, CA

Edward Jones

Retirement income strategy General retirement planning General estate planning guidance Multi-generational wealth transfer
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Anthony E

Series 66

Yucaipa, CA

Edward Jones

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance
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Shawn P

Series 63, Series 65

Redlands, CA

Edward Jones

Retirement income strategy Retirement withdrawal strategies Planning for children with special needs
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Matthew S

Series 66

Yucaipa, CA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Wealth management Military & Veterans Founder/Business Owner
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Rudy D

Series 63, Series 66

Redlands, CA

Merrill

Rudy De La Torre is a Senior Financial Advisor with Merrill Lynch Wealth Management. He partners with clients to develop personalized financial strategies aimed at pursuing their long-term goals, leveraging insights from Merrill and the banking and lending solutions of Bank of America. Rudy focuses on understanding each client’s complete financial picture to create flexible approaches that respond to evolving market conditions. Rudy holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Universidad del Sagrado Corazon. He also actively participates in community service, dedicating time to volunteer work in support of local organizations.

Wealth management
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Austin T

Series 65

Yucaipa, CA

Capital United Investments LLC

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Phillip G

Series 63, Series 66

San Bernardino, CA

Gorian Investments

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