Steven J. Samuel
Steven Joshua Samuel is the founder of Samuel Financial LLC and received his MBA (1972) and JD (1976) from Columbia University. He practiced law in the areas of estate planning, elder law, and business law for more than 25 years with the law firm of Samuel & Associates. Between 1995 and 2001, Steve organized a national network of estate planning attorneys, trained attorneys, and financial professionals to integrate their services as part of a program sponsored by a major national financial services company. Building on those experiences and on his private investment experience, Steve obtained FINRA Series 7 (securities) and Series 66 (investment management) securities registrations (held through Commonwealth Financial Network®), as well as the AIF® (Accredited Investment Fiduciary®) designation and insurance licenses. He spends his full-time efforts assisting individuals, families, and businesses to meet their financial needs.