Steven Gelber is an Associate Wealth Advisor at Financial Principles, LLC, a Hightower wealth management practice. With over a decade of experience in the financial services industry, he brings a deep background in financial planning and investment management to the team.
Steve specializes in working with clients and their families to aid them in pursuing their goals and dreams. Steve finds fulfillment in tackling complex matters such as, trusts and estates, elder care planning, and advanced tax strategies. He has an innate ability to think outside of the box and a knack for simplifying the complicated and providing clarity and calm to clients. As such, he is also responsible for creating and managing client education and communication initiatives for our team.
Prior to joining Financial Principles, LLC in 2018, Steve spent seven years managing the financial planning efforts of a wealth management practice in Franklin Lakes, NJ. Before that, he spent three years supporting client servicing for an advisory practice in Teaneck, NJ.
Steve graduated cum laude with a Bachelor of Science in Business Administration degree in Finance from Boston University. He earned the Accredited Investment Fiduciary® (AIF®) designation, and currently holds the Series 7 and 66 licenses, as well as Life & Health insurance licenses.
Steve is an active member of several charitable organizations. Through his involvement with the Hackensack Rotary, where he serves as Vice President, and the Hackensack Elks, where he serves as the Chairman of the National Foundation, he leads efforts to organize annual food, toy, and coat drives, care package mailings for deployed servicemen and women, and personally organizes several outings each year for children living in a local residential care facility.
Steve resides in Hackensack, NJ with his girlfriend, Tara, and their dog, Buster. In his spare time, Steve enjoys cooking (odds are there might be something in his smoker right now), reading, gardening, and playing in local adult recreation sports leagues.
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