Steve Aberblatt is a financial planner and tax professional with more than 25 years of experience working with a diverse range of clients, from business owners to families. He is passionate about the opportunity he has to make a positive impact on people’s lives.
Steve started his career as a Certified Public Accountant. With a desire to offer a wide array of services under one roof, he became a CERTIFIED FINANCIAL PLANNER™ practitioner. Today, he provides comprehensive financial planning, insurance, investments, and tax planning and preparation services, integrating these strategies so they cohesively work together. With a desire to empower his clients to have a greater understanding of their financial strategies and opportunities, he is committed to providing ongoing education. Along with frequently meeting and communicating with clients, he has conducted numerous retirement planning and tax workshops and presentations for civic associations, service organizations, and other groups.
Steve received his Bachelor of Science in Accounting from La Salle University. An Investment Adviser Representative with Avantax Advisory Services SM, he holds FINRA Series 6, 7, 63, and 65 securities registrations, and is licensed to sell insurance and securities in Pennsylvania and New Jersey. Additionally, he holds the CPA license and CFP® certification.