Stephen Esposito, CFP® is a Financial Advisor at MACRO Consulting Group. In this role, Steve maintains all aspects of the client relationship. As a member of MACRO’s elite advisor team, Steve works collectively to determine clients’ needs, goals and risk tolerance levels. He provides comprehensive portfolio recommendations, handles client review meetings, and performs detailed analyses of client portfolios. Steve actively monitors clients’ investments and overall portfolio performance, including periodic rebalancing, to ensure goals remain aligned. Steve’s industry experience includes investment research, asset allocation analysis, and retirement income planning. Due to his expertise, he is a frequent contributor to InvestmentNews, a leading financial industry publication.
Prior to joining MACRO Consulting Group in 2009, Steve worked for a national financial services organization as a financial representative where he was recognized with the “Super Starter” award.1 Steve is a “Five Star Wealth Manager” as seen in New Jersey Monthly magazine2 and has been named one of the “Best Financial Advisors for Doctors” by Medical Economics.3 Steve holds the CERTIFIED FINANCIAL PLANNER™ designation. He earned a Bachelor of Science in Business Administration from Seton Hall University and completed the financial planning program through the Boston Institute of Finance.
1 Super Starter qualifier (2008), based on production.
2 Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of the Five Star Wealth Managers. Research conducted by Five Star Professional. (2016-2017)
3 Advisors are chosen based on an extensive questionnaire including experience, educational background, qualifications, and good standing with both FINRA and the SEC. (2015)