By age 23, I knew I wanted to help people by providing consistently good advice in a constantly changing world.
Steven left home at the age of 18 to go into business developing patented acoustic products. By the time he was 27, Steven had seen his father pass away, leaving a family business with no succession plan and no provisions to secure his wife’s future or fund his children’s education. Shortly thereafter, his brother passed away, also leaving a widow and a business with no plan. Steven saw the importance of planning at a young age, and knew he had to devote his life to protecting others and helping them achieve their financial goals. While pursuing a degree in accounting at Rutgers, developing patented acoustic products and managing his family’s dry cleaning business, Steven founded AEPG in 1980.
Under Steven’s strong leadership and expert guidance, AEPG has grown to become a respected leader in financial planning, wealth management, retirement solutions, and individual and group life and health insurance. AEPG was built on our steadfast commitment to professionalism, expertise, loyalty, and quality. He takes special pride in AEPG’s highly credentialed team and their ability to provide independent, deep and broad financial planning, investment advice and highly personalized service. Steven’s greatest joy comes from watching long-standing clients achieve their goals. “Some were just married when I began working with them, and now they’re talking about their grandchildren’s education. Others who were starting their businesses are now retiring with their futures secure.”
Steven acts as CEO for AEPG and is a nationally recognized thought leader in investment portfolio management. He is regularly interviewed by the financial press, trade journals, newspapers, financial magazines and television news shows. He has been selected as a featured investment advisor by Morningstar Investor and Morningstar.com, and was featured on the cover of Financial Planning magazine. His work has been published widely and he has appeared frequently on programs including Live at 5, The Morning Show, News Center 4, The Today Show, Market Wrap, Fox on Money, and CNBC’s The Money Club.
Steven is a former chairman of the board of directors and past president of the Northern New Jersey Society of the Institute of Certified Financial Planners (NNJS-ICFP). He was also a board member for the Financial Planning Association of New Jersey (FPANJ). Steven frequently speaks to professional organizations, employee groups, and civic associations about investment portfolio management, employee benefits, and estate planning
Steven believes in attaining and maintaining in-depth knowledge on the topics that impact AEPG’s clients, a trait that is deeply rooted in AEPG’s culture. AEPG’s highly credentialed team seeks the deepest and broadest knowledge possible. Steven himself is a Certified Financial Planner™ (CFP®) professional and holds the professional designations of Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), Accredited Asset Management Specialist (AAMS), Certified Retirement Counselor (CRC), and Accredited Investment Fiduciary® (AIF®). He earned a bachelor’s degree in accounting from Rutgers University and is a Wharton Alumni.
Steven is the Founding President of the Summit Medical Group Foundation and trustee emeritus for the Enright Melanoma Foundation, after previously serving as the longtime treasurer. He has also served on the board of the Make-A-Wish Foundation and as president of the Watchung Valley Golf Club. Steven loves adventure and enjoys extreme skiing, flying planes, riding horses and playing golf.