Deep Enrich
Steven Gelber, AIF®
Investment Advisor
1000 followers
Hackensack, New Jersey, United States
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About me
Empathically Direct Financial Coach helping families, small business owners, and solo practitioners to make better tax and financial decisions to not sacrifice all of today’s wants worrying about tomorrow’s dreams.
Education
Questrom School of Business, Boston University
2006 - 2010Bachelor’s Degree Finance
Experience
Financial Network Investment Corporation
Aug 2008 - Feb 2011Investment Advisor
Taylor Financial Group
Mar 2011 - Apr 2018Associate
Financial Principles, a Hightower Wealth Management Practice
Apr 2018 - nowHelping clients to define the what, when, and where of their “someday;” and understand the path from here to their financial freedom.Want to explore how I can help you and your family? Access my calendar to schedule a conversation at: https://scheduleonce.com/stevegelberzoom Steve specializes in working with clients and their families to develop personalized, comprehensive financial plans and investment strategies. Additionally, he is responsible for creating and managing firm wide client education and communication initiatives.
Wealth Advisor
Apr 2024 - nowAssociate Wealth Advisor at Hightower Financial Principles, LLC
Apr 2018 - Mar 2024
Licenses & Certifications
Accredited Investment Fiduciary®
Fi360Jan 2014
Volunteer Experience
Fundraising and Grants Coordinator
Issued by Elks National Foundation on Jan 2009
Associated with Steven Gelber, AIF®Rotarian- Hackensack Club
Issued by Rotary International on Jan 2014Associated with Steven Gelber, AIF®Facilitator
Issued by RYLA - Rotary Youth Leadership Awards on Jan 2007Associated with Steven Gelber, AIF®
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