Stephen Esposito (CFP®)
Stephen Esposito focuses in the
following client markets or areas of practice:
- AUM
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- AUM
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Steve has a background in retirement income planning, charitable giving strategies, and cash flow management. Typical client profiles include pre-retirees and retirees, high-income young professionals, and company executives.Additional Information
Steve Esposito is a Managing Partner and Wealth Advisor at Accretive. He holds the CFP® designation and brings over 14 years of experience providing financial advice to high-net-worth families. As Wealth Advisor, Steve is primarily responsible for managing all aspects of the client relationship with a planning-first mentality. Prior to co-founding Accretive, Steve was a Senior Advisor for a hybrid broker-dealer/Registered Investment Advisor in Northern New Jersey.NAPFA Start Date
February 01, 2023
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