Stephen Roth CFP®

Stephen Roth CFP®

Principal & Founder


As a Financial Professional with 14 plus years experience and an active member in his community, Stephen is dedicated to helping individuals and businesses build their financial future.

To stay on top of his field and develop his professional skills Stephen regularly attends industry training seminars and maintains his CFP® certification.

His academic achievements include a degree in International Business from St. Michael's College in Vermont. Prior to going independent, Stephen spent 11 years as a leading advisor at Prudential Financial agency's distribution channel.  The combination of these skills, background and real life experience all foster the “practical approach” he takes when offering advisement and counseling to his clients. Stephen lives in South Orange, NJ with his wife, Sara, as well as his son and daughter, Henry and Beatrice. Stephen is an avid snowboarder, golfer, and enjoys traveling with his family.

Phone 201-788-4977