Steve Gessner, CFP®
Partner and Co-founder of WPG Financial Group
Steve Gessner, CFP®, is a Co-Founder and Partner at WPG Financial Group, LLC. Prior to establishing his own firm, Steve served clients as a financial adviser for The Mutual Of New York for ten years. Working in the financial services industry for 24 years, Steve brings decades of knowledge and experience to his clients at WPG.
After graduating with a Bachelor’s of Science degree in Business, Steve went on to obtain his CERTIFIED FINANCIAL PLANNER designation, as well as his Series 6, 7, 63, and 65 securities licenses. Today, Steve specializes in comprehensive financial planning for business owners and executives. Helping clients find the time to enjoy life to the fullest, while also maintaining a sound financial plan for the future, is his passion. Steve’s goal is to alleviate many financial pressures individuals face by assisting them in making educated decisions for their companies and their families.
Steve spends his free with his wife, Linda, and their two daughters, Alexa and Ella. Outside of the office, Steve also enjoy golfing, traveling, boating, and serves as a volunteer tutor.