Steve Gessner, CFP®, is a Co-Founder and Partner at WPG Financial Group, LLC. Prior to establishing WPG, Steve served clients as a financial advisor for The Mutual Of New York for ten years. Working in the financial services industry for over 27 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 families.
Steve spends his free time with his wife, Linda, and their two daughters, Alexa and Ella. Outside of the office, Steve also enjoys golfing, traveling, boating, and finding new ways to serve the community.