Steven Sirot

My Story

With over 25 years of experience as a trusted advisor, I educate my clients on how to best plan to achieve their financial goals.  I utilize a holistic approach which coordinates the many different financial choices people make in order to create efficiencies which then help to maximize opportunities.  

I am both a Registered Representative in the Securities industry and a licensed Insurance producer, earning Top of the Table status seven times and Court of the Table thirteen times as a member of the Million Dollar Round Table.  The Million Dollar Round Table is an independent, global association of life insurance and financial services professionals. It's a recognized mark of excellence, indicating high achievement and ethical conduct, recognized as the most respected organization in the industry.   

I am also a former Board President of the NCAG, the leading national college advisory organization which focuses on the academic and financial factors in college planning.

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I am a graduate of Rutgers University, School of Management where I earned my degree in Financial Accounting.

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I am happily married to my wonderful wife of over 30 years, Beth.  We are proud parents of three amazing children.

I love skiing, going to concerts, and spending time with my family and friends.