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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 77 near 96150

Out of 400,000+ nationwide

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Stuart S

ChFC®, Series 66

Minden, NV

Edward Jones

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Retirement withdrawal strategies Wealth management
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Dayna P

Series 66

South Lake Tahoe, CA

Merrill

Dayna Picetti serves as a Wealth Management Advisor. In this role, she focuses on helping clients develop and implement comprehensive financial strategies tailored to their individual goals. Her work involves understanding both short-term and long-term objectives to provide appropriate advice for families, individuals, and business owners. While specific details about her education and credentials are not provided, Dayna operates within the Merrill Lynch Wealth Management framework, which emphasizes long-term investment approaches based on clients’ needs, goals, and risk tolerance. The team approach values hands-on financial guidance aimed at making clients’ financial aspirations achievable through disciplined investment processes. No information regarding personal interests or community involvement is available for inclusion.

Wealth management General retirement planning Retirement income strategy Income planning Women Professionals Women's Finance Parents Intergenerational Families
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Michael N

ChFC®, Series 66

Gardnerville, NV

Edward Jones

Retirement income strategy General retirement planning Multi-generational wealth transfer Wealth management
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Sarah E

Series 63, Series 66

Minden, NV

Edward Jones

Retirement income strategy General retirement planning Business exit / sale strategy Business succession planning Multi-generational wealth transfer
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Kendra W

ChFC®, Series 66

Carson City, NV

Edward Jones

College savings (529s, UTMA, etc.) General estate planning guidance Retirement income strategy Wealth management ESG / Sustainable investing
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Ryan S

Series 66

Minden, NV

Edward Jones

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Henry M

Series 63, Series 65

Gardnerville, NV

Heinz Global Asset Management, Inc.

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Alexander H

CFP®, Series 65

Zephyr Cove, NV

La Loma Capital

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Stephen B

Series 63, Series 65

Lake Tahoe, NV

Medical Funding Professionals

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Kim N

Series 63, Series 66

Gardnerville, NV

Artience Capital Management, Llc

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