Stephen J. Engel is a Senior Private Wealth Advisor at Palumbo Wealth Management. He serves as a personal CFO to his clients and assists them in any financial situation that arises. Steve’s focus is on investment management, trust and estate planning, risk management, incapacity planning and income planning. He also serves as a fiduciary when assisting clients through the planning process.
Steve has worked in the financial services industry for nine years and most recently held the role of Wealth Management Advisor at TIAA where he provided his clients with detailed financial analysis and advice related to retirement, investment strategies, risk management, estate planning, insurance and lending. He holds the Series 7, 63 and 66 certifications.
A 2009 graduate of Hofstra University, Steve obtained a bachelor’s degree in finance and business administration from the university’s Frank G. Zarb School of Business. Steve, his wife Rachel and their son Jack reside in Plainview, New York with their dog Lucas. He volunteers for the Thanksgiving Warm Meal & Coat Drive Event and spends his free time with his immediate family, a niece and a nephew. Steve also enjoys going to the beach, skiing, hiking and playing golf.