Steven Aif
Financial Planner at Coppola Wealth Management | Marlton, New Jersey, United States
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Steven Aif is a dedicated Financial Planner at Coppola Wealth Management, where he leverages his extensive expertise to provide tailored financial solutions for families seeking to build and preserve their wealth. After transitioning from the corporate sector, Steven was driven by a vision to create a client-centric firm that prioritizes genuine relationships over sales targets. This philosophy allows him to focus on a select group of families, ensuring that he can make a meaningful impact on their financial journeys.
At Coppola Wealth Management, Steven specializes in a comprehensive range of services, including financial advisory, estate planning, and retirement income strategies. His approach begins with a deep understanding of each client's unique financial landscape, enabling him to define long-term investment objectives that align with their personal goals. Steven is particularly adept at navigating the complexities of investment advisory, helping clients sift through the overwhelming array of financial products available in today’s market.
Key projects Steven has spearheaded include the development of personalized investment portfolios and the implementation of separately managed accounts, which allow for greater customization and control over investment strategies. His commitment to ongoing education and staying abreast of industry trends ensures that his clients receive informed guidance tailored to their evolving needs. With a focus on wealth management and portfolio management, Steven empowers families to make confident financial decisions, ultimately leading to a more secure and prosperous future.
Board Member at Say It with Clay Charitable Foundation in May 2015 to Present
Board Member at Evesham Education Foundation in June 2015 to Present
Financial Planner at Coppola Wealth Management in October 2012 to Present
Wealth Manager at Coppola Wealth Management in September 2012 to Present
Board Member at Edna Kynett Memorial Foundation in January 2005 to January 2014
VP/ Senior Account Executive at Fidelity Investments in January 1998 to January 2012
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Investment Strategies
Financial Advisory
Mutual Funds
Certified Financial Planner
Financial Planning
Investment Advisory
Long Term Care Insurance
Estate Planning
Retirement Planning
Retirement Income Strategies
Investment Management
Separately Managed Accounts
Life Insurance
Retirement Plan Consulting
Wealth Management
Portfolio Management
401k
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What is Steven Aif email address?
Email Steven Aif at [email protected]. This email is the most updated Steven Aif email found in 2026.
What is Steven Aif phone number?
Steven Aif phone number is +18562919203.
How to contact Steven Aif?
To contact Steven Aif send an email to [email protected]. If you want to call Steven Aif try calling on +18562919203.
What company does Steven Aif work for?
Steven Aif works for Coppola Wealth Management
What is Steven Aif's role at Coppola Wealth Management?
Steven Aif is Financial Planner
What industry does Steven Aif work in?
Steven Aif works in the Investment Banking industry.
Steven Aif Email Addresses
Steven Aif Phone Numbers
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