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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 136 near 95926

Out of 400,000+ nationwide

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Zoey R

Series 66

Chico, CA

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Women Professionals
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Randall K

Series 66

Chico, CA

Edward Jones

Retirement income strategy Liquidity event planning Business succession planning General estate planning guidance
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David G

Series 66

Chico, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) ESG / Sustainable investing Planning for children with special needs
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Scott M

Series 66

Chico, CA

Merrill

Scott Memmott is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients' individual goals and changing market conditions. His approach involves a comprehensive understanding of each client’s full financial picture to help pursue long-term objectives. Scott’s expertise encompasses a range of client needs including college education planning, family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Scott is a 1985 graduate of Brigham Young University. Outside of his professional career, he is a long-time private pilot and speaks fluent Spanish. He and his wife, Lara, have six children. His personal interests include basketball, boating, reading, skiing, swimming, tennis, traveling, and spending time with his family.

College savings (529s, UTMA, etc.) Family Business General estate planning guidance Wealth management Retirement income strategy Parents
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Brittany Y

Series 66

Chico, CA

Edward Jones

Retirement income strategy Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
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Matthew F

Series 66

Chico, CA

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations General retirement planning Wealth management Founder/Business Owner
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Zachary M

Series 66

Chico, CA

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance
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Benito A

Series 66

Chico, CA

Edward Jones

Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance General retirement planning Founder/Business Owner Intergenerational Families
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Nicholas L

Series 66

Chico, CA

Merrill

Nicholas Lyons is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. His services include guidance on general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Nicholas holds the Chartered Retirement Planning Counselor (CRPC) designation and earned a Bachelor's Degree from the California State University System. He emphasizes building relationships with clients to provide ongoing advice and guidance as their financial needs evolve.

General retirement planning Wealth management
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Brian C

Series 66

Chico, CA

Edward Jones

Retirement income strategy General estate planning guidance Wealth management
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