Stephen Olah CPA/PFS, CFP

Steve grew up in Fords, NJ and is graduated from Rider University in 1981 with a Bachelor of Science in Commerce with a major in Accounting. He holds the Certified Financial Planner certification, the Certified Public Accountant and Personal Financial Planner professional designations. With over 30 years of experience in taxation, financial planning and financial consultation for closely-held business owners, and serving the needs of high net worth individuals, Steve welcomes clients of all financial backgrounds.

He served on the past Boards of the Greater Excellence Education Foundation and the Mental Health Association of Maryland and is a member of the Knights of Columbus at his community’s church.  Steve has raised three children – two daughters and a son currently serving in the United States Marines.

Steve enjoys spending time with his children and grandson, working out and maintaining his home.

"I am committed to retaining the highest standards of honesty and professionalism in my relationship with each of my clients. I strive to provide you with the highest quality information and service so together we can create a plan that you understand and are confident will help you reach your financial goals." Stephen Olah