About Our Financial Services
Expert Financial Planning
Our mission is to simplify the complicated, and provide our clients with financial peace of mind. Steven Joseph Gessner specializes in comprehensive financial planning tailored for business owners and executives. Our goal is to help you create a sustainable financial future while enjoying life to the fullest.
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.
Contact Us
Better yet, see us in person!
We love our customers, so feel free to visit during normal business hours.
Hours
Open today | 09:00 am – 05:00 pm |
