About Steven

More Than 28 Years in Financial Services

Client Centered

Steven Silber, CFP®, CLTC has worked in financial services since 1998, building a career around helping people understand complex financial decisions and the relationships among retirement, investments, risk management, long-term care, estate considerations and broader financial goals.

Over more than 28 years, Steven's professional experience has included working with individuals and families across a wide range of financial circumstances, including affluent and high-net-worth households whose planning needs may involve significant assets, retirement transitions, tax considerations, legacy objectives and multiple competing priorities.

Steven earned the CERTIFIED FINANCIAL PLANNER™ certification and the Certification for Long-Term Care designation. His professional approach emphasizes comprehensive planning, clear communication, disciplined decision-making and understanding financial choices within the context of the larger financial picture.

Based on Long Island, New York, Steven has developed extensive professional experience in retirement planning, investment planning, wealth planning, long-term care planning, risk management and estate-planning coordination.

Professional Philosophy

Financial decisions rarely exist in isolation. Retirement, investments, taxes, insurance, long-term care, estate considerations and family priorities often influence one another.

Steven's professional philosophy is grounded in understanding those relationships, identifying meaningful tradeoffs and approaching important financial decisions with a long-term perspective. He believes that clarity and disciplined planning are particularly important as financial circumstances become more complex.

At a Glance

Since 1998

Professional experience in financial services.

CFP® Professional

CERTIFIED FINANCIAL PLANNER™ certification

CLTC

Certification for Long-Term Care

Long Island, New York

Long standing professional connection to the region