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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 95765

Out of 400,000+ nationwide

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Ryan D

Series 63, Series 65

Loomis, CA

JC Financial Services

College savings (529s, UTMA, etc.) Cash flow / budgeting
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Matthew P

Series 63, Series 65

Cameron Park, CA

MP3 Finance LLC

General retirement planning Retired Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010) Approaching retirement
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Kathleen F

Series 63, Series 65

Cameron Park, CA

Faulkner Financial Planning, LLC

Debt management Long-term care insurance Life insurance needs analysis Disability insurance College savings (529s, UTMA, etc.)
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James S

Series 63, Series 65

Roseville, CA

Covered Edge Asset Management, LLC

Options & derivatives strategies Active portfolio management
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Walter R

CFP®, Series 65

Newcastle, CA

Castellan Financial Advisors

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General tax planning
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Matthew C

Series 65

Gold River, CA

Alpha Retirement Wealth, LLC

General retirement planning Retirement income strategy Income planning General tax planning Wealth management
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Marshall G

Series 63, Series 66

Auburn, CA

Clarion Advisors Inc.

Real estate investing Passive / index investing Active portfolio management
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Kimberly T

Series 63, Series 65

Folsom, CA

Kim Knotts, RIA

College savings (529s, UTMA, etc.)
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Daniel M

CFP®, CFA®, ChFC®, Series 66

Rocklin, CA

McCurdy Financial Solutions

College savings (529s, UTMA, etc.) Business sale tax planning Cash flow / budgeting Charitable giving & philanthropy Social Security optimization Founder/Business Owner Retired
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Adarsh S

Series 65

El Dorado Hills, CA

Polaris Capital Management LLC

Wealth management Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy
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