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 develop personalized, comprehensive financial plans and investment strategies. Steve finds fulfillment in tackling complex matters such as, trusts and estates, elder care planning, and advanced tax strategies. He has a knack for simplifying the complicated and providing clarity and calm to clients in the face of uncertainty. Additionally, he is responsible for creating and managing client education and communication initiatives.
Prior to joining Financial Principles, LLC in 2018, Steve spent seven years with Taylor Financial Group in Franklin Lakes, NJ, where he supported the firm’s financial consultation and wealth planning efforts. Previously, he supported client servicing at RMR Wealth Builders 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 and Hackensack Elks, he supports efforts to organize annual food, toy, and coat drives, care package mailings for deployed servicemen and women, and several outings each year for children living in a local residential care facility.
Steve resides in Hackensack, NJ with his dog, Buster. He enjoys home-brewing, cooking, and playing in local adult recreation sports leagues. In his spare time, Steve keeps busy with countless house and yard projects (which he affectionately refers to as the joys of being a first-time homeowner).
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