Warren, NJ (PRWEB) February 28, 2014
In 1980, Steven W. Kaye founded AEPG to serve the complex financial needs of individuals and businesses by providing a single, comprehensive source for financial planning and investment management. Under his strong leadership and expert guidance, our firm has grown to become a respected leader in wealth management, built on our steadfast commitment to professionalism, expertise, loyalty, and quality. Steven takes special pride in AEPG's ability to provide independent, practical financial planning and investment advice and highly professional, personalized service.
Steven is senior portfolio manager for our client accounts and is nationally recognized for his expertise in investment portfolio management. He is regularly interviewed by the financial press, trade journals, newspapers, television news shows, and consumer finance magazines. He was selected as a featured investment advisor by Morningstar Investor and Morningstar.com and was featured on the cover of Financial Planning magazine. His work has been published widely and he has appeared frequently on programs such as Live at 5, The Morning Show, News Center 4, The Today Show, Market Wrap, Fox on Money, and CNBC's The Money Club. He has also appeared on United Airline's domestic in-flight financial news groups.
Steven works diligently to promote the growth and recognition of the financial planning and investment management industries through active membership in several professional societies. He is a former chairman of the board of directors and past president of the Northern New Jersey Society of the Institute of Certified Financial Planners (NNJS-ICFP) and founded and served as editor of their newsletter. He was also a board member for the Financial Planning Association of New Jersey (FPANJ). He and other AEPG professionals are often asked to lecture to professional organizations, employee groups, and civic associations on topics such as investment portfolio management, employee benefits, and estate planning.
Steven is actively involved in several charities. He is the President of the Summit Medical Group Foundation and a current board member of the Enright Melanoma Foundation-after previously being the longtime treasurer.
Steven is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the professional designations of Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Certified Employee Benefits Specialist (CEBS), Registered Health Underwriter (RHU), Accredited Asset Management Specialist (AAMS), Certified Retirement Counselor (CRC), and Accredited Investment Fiduciary ® (AIF®). He earned a bachelor's degree in accounting from Rutgers University.
About AEPG ® Wealth Strategies: http://www.aepg.com
For over 30 years, the clients of AEPG Wealth Strategies have benefited from personalized, comprehensive wealth management and financial advisory services. Our services to individuals, business owners, physicians and corporations include: Comprehensive Financial Planning, Investment Management, Individual Insurance, Group Insurance, 401(k), Retirement Plan Solutions, and Estate Planning.