Steve Bermack

CFP®, ChFC®

picture of a planner

Here to act in your best interests

About me

I am an empathic financial planner who’s comfortable being straightforward with my clients about the actions they need to take to help secure a better future for themselves and their loved ones. Outside of work, I’m an avid runner and love to ski with my family. I’m also involved in community theater and enjoy appearing in a variety of shows.

Certifications

CERTIFIED FINANCIAL PLANNER™

Chartered Financial Consultant®

Education

Bachelor of Science, Business and Economics - Lehigh University

Visit one of our Locations

New York I - Paramus

650 From Road

Suite 460

Paramus, NJ 07652

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