Steven Bové (CFA, CFP®, MSFS)

Steven Bové focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Estate & Generational Planning Issues

Financial Psychology/Coaching

High Net Worth Client Needs

Insurance Related Issues

Investment Advice with Ongoing Management

Planning Specialties

Specialties:

Investment Analysis
Portfolio Management
Cash Flow Projection
Cash Flow Optimization
Net worth Statement
Risk Summary
Retirement Sufficiency Projection
Retirement Planning
Tax Management
Estate & Legacy Planning

Additional Information

Steven A. Bové is a CFA® charter holder, a Certified Financial PlannerTM practitioner, and President of Lebrigh Life Planners, LLC, a fee-only financial planning and portfolio management firm. Mr. Bové holds a Masters degree from the College for Financial Planning. Mr. Bové is a member of the CFA Institute and a NAPFA - Registered Financial Advisor.