Meet Steven Sirot

STEVEN SIROT,  Registered Representative. With more than 25 years of experience as a trusted financial professional, I have dedicated my career to helping individuals and families make informed financial decisions and work toward achieving their most important goals. My approach is centered on education, collaboration, and long-term planning, helping clients navigate the many financial choices they face throughout their lives.

As a Registered Representative and licensed Insurance Producer, I utilize a holistic approach that considers the many financial decisions individuals and families face throughout their lives. By coordinating various aspects of a client’s financial picture, I help them evaluate strategies and make informed decisions based on their personal circumstances, objectives, and priorities.

My commitment to education extends beyond my professional practice. I previously served as Board President of the National College Advocacy Group (NCAG), a national college advisory organization dedicated to helping families understand the academic and financial considerations associated with the college planning process.

I earned my degree in Financial Accounting from the Rutgers University School of Management, where I developed the analytical and financial foundation that continues to support my work with clients today.

On a personal note, I have been happily married to my wife, Beth, for more than 30 years. Together, we are proud parents of three amazing children who have brought tremendous joy and perspective to our lives.

Outside of work, I enjoy skiing, attending concerts, and spending time with family and friends. These experiences have reinforced the importance of relationships, preparation, and balance—values that I strive to bring to both my personal and professional life.

Whether I am assisting individuals, families, or business owners, my objective is to serve as a knowledgeable resource and provide guidance that helps clients better understand their financial options and make informed decisions throughout the various stages of life.

 

Contact Steven via our Contact Form

Visit Steven’s website at cumulativewealth.com

Visit Steven’s LinkedIn profile

Certification(s):  Investment Specialist, Financial Advisor

Area(s) Served:  Tri-State Area | Florida | Pennsylvania

Securities Licenses:  SIE, Series 6, 63

Licensed to sell securities in:  New Jersey, New York, Arizona, California, North Carolina, Connecticut, Pennsylvania, Delaware, Virginia, Florida, Washington

Insurance:  Life Insurance, Long Term Care, and Disability Insurance  

Licensed to sell insurance in:  NJ, NY, AZ, CA, NC, CT, PA, DE, VA, FL, WA