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Steven A. Estrin |
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Steven A. Estrin serves as our Chairman and brings to the firm 30+ years of investment management and financial planning experience. He has been recognized as one of the top 250 financial advisors in the country by Worth Magazine as well as one of the top 150 financial advisors for doctors by Medical Economics. Steve is an active member and the Past- President and Chairman of the South Region of the National Association of Personal Financial Advisors ("NAPFA"), the only self regulatory Fee-Only© financial planning organization. Steve holds a Master’s Degree in Business Administration from the University of Texas. |
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