Experience:
Stephen joined the Moneco Advisors team in the summer of 2022, working out of the Bergen County office. Before joining Moneco, Stephen honed his skills while interning at an independent financial advisory firm, where he discovered his passion for helping clients achieve their financial goals. With a strong foundation in finance, Stephen is dedicated to understanding the unique needs and aspirations of each client, developing personalized strategies to help guide them through the complexities of managing their wealth. Stephen’s mission is to help build long-term relationships with his clients by offering tailored advice that adapts to life’s changes and evolving financial landscapes.