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Our financial advice team


Steven R Adelson

Steven R Adelson

CFP®, MBA, CEP®, ChFC®, APMA®

Private Wealth Advisor

President of
Adelson Group
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 23 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving

Interests

  • I was born and raised in South Florida. My wife, Anastasia, and I reside in Boca Raton, with our son and daughter. My family and my clients are the most important thing to me.
  • Boca Raton is a great place to live, but I also love traveling around the world, and learning about new cultures.
  • During my free time, I enjoy hobbies like golf, tennis, basketball, and food & wine.
  • I love Boca Raton and South Florida, and we look forward to living a long life, alongside my friends, clients, and family.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2021
  • Forbes Top Next-Generation Wealth Advisors, 2018 & 2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2011 - 2020
  • Ameriprise Client Experience Award, 2020

Qualifications

  • Series 7, 66, and 215 licenses
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CEP® Certified Estate Planner™
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Science Degree from Tulane University, New Orleans, LA
  • M.B.A. in Investment Management & Financial Valuation, Lynn University, Boca Raton, FL

Previous experience

  • Ameriprise Financial Services, LLC, 2006 - Present
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Community participation

  • I support local youth activities in Boca Raton and South Florida, including Tico Torres Children Foundation, Juvenile Diabetes Research Foundation, the Boys & Girls Club of America, etc.
  • I support local organizations and companies in Boca Raton and South Florida, with education for their members and employees about financial/economic issues.
  • I sponsor charitable golf tournaments on a regular basis for all organizations ranging from high school basketball teams to Temples/Churches, in Boca Raton and South Florida.