Wealth & Retirement Planning for High-Income Professionals
Build wealth now. Retire confident later.
Hi, I'm Steve.
I'm the Director of Financial Planning & Wealth Management at CERTA Financial Planning. Since 2009, I’ve helped high‑income earners, both W‑2 professionals and business owners, build wealth and confidently transition into retirement.
Based in North Jersey • Serving clients nationwide
Are you 40-65
and in your peak earning years but still wondering:
"I'm earning more than ever, so why do I still feel behind?
“What tax moves should I be making right now?”
“How do I turn my savings into retirement income?”
If these resonate, schedule a 30-minute conversation and we’ll walk through your current strategy and identify opportunities for improvement.
Ready to Build Your Plan Together?
Get started in three easy steps:
Step 1:
Call To Determine Fit (30 Minutes)
No cost conversation about your goals, timeline, and key questions to determine if we are a good fit.
Step 2:
Data Gathering & Plan Design
Review accounts, taxes, benefits, and priorities to build a coordinated, tax‑smart plan.
Step 3:
Implementation & Ongoing Monitoring
Execute investments and planning strategies and adjust regularly as life and tax laws change
