Stephen Roth CFP®
I started my career at Prudential in 2003, just before a wave of baby boomers, including my parents, began to retire. My experience in the insurance channel gave me a unique perspective on protection, estate planning, and employer benefits—key components of financial planning alongside investment knowledge. I focused on retirement income planning for couples to identify & address any gaps then providing solutions the income is maintained throughout retirement. Experiencing market fluctuations with clients and as an investor in 2007, 2008 provided invaluable insights into risk management and creating robust solutions for retirement income.
Today it seems like uncertainty never left us as couples face intricate financial challenges driven still by Fed Policy and changing tax laws like "tariffs". Many find discussing finances emotionally challenging, which hinders progress. I provide ongoing financial advice for those who value both family and money, aiding them in setting personal goals to meet savings targets and cash flow needs while avoiding financial comparisons with others. The couples we assist seek an enduring relationship that offers them reassurance when needed.
Recognizing true potential and staying on course can alleviate financial anxiety and enhance work-life balance. Achieving this balance is crucial to ensuring clients can enjoy their lives while preparing for the future.
I am passionate about guiding couples through their financial journeys with confidence and clarity, in an effort to transform uncertainties into potential opportunities for growth and security.
