CFP®, ChFC®, CEBS®, CLU®, RHU®, AAMS®, AIF®, CRC®, Life & Health Insurance License
Steven joined Wealth Enhancement Group through the partnership with AEPG Wealth Strategies, where he served as CEO and Founder for nearly 40 years. He is a nationally recognized thought leader in the investment management industry and has been interviewed by the financial press, trade journals, newspapers and dozens of television news programs like the Today Show and CNBC’s The Money Club. He is also highly involved with speaking to professional organizations, employee groups and civic organizations about investment portfolio management, employee benefits, estate planning and comprehensive wealth management. Steven was named a Top 100 Retirement Plan Advisor in 2018 by PLANADVISER magazine and was listed in the Financial Times 2018 FT 401 list of top retirement advisors. He is the former chairman of the board of directors and past president of the New Jersey Society of the Institute of Certified Financial Planners, and the founding president of the Summit Medical Group Foundation. He is a past treasurer and executive vice president of the Enright Melanoma Foundation, as well as a Trustee Emeritus for the organization. Steven’s hobbies include golf and equestrian sports. He is married with two sons and two grandsons.
- BS, Rutgers University
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Financial Consultant®
- Certified Employee Benefit Specialist®
- Chartered Life Underwriter®
- Registered Health Underwriter®
- Accredited Asset Management Specialist®
- Accredited Investment Fiduciary®
- Certified Retirement Counselor®
- Five Star Wealth Manager (2012-2019)1
The Kaye Financial Advisory team is located in our Warren, NJ office.
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1Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012, 2013, 2014, 2015, 2016, 2017, 2018 or 2019 FIVE STAR Wealth Managers.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Warren, NJ office advisors are not affiliated with LPL Financial.