Steven Rowen Wealth Management Para Planner

Steven is Wealth Management Paraplanner who is passionate in his role of supporting Advisors in their work to help individuals and families achieve their financial goals. He graduated from Virginia Tech in 2022 with a bachelor’s degree in finance and a concentration in Financial Planning. With a desire to expand his knowledge and experience, Steven successfully passed the CERTIFIED FINANCIAL PLANNER™ exam in March 2024 and is currently pending CFP® certification once he fulfills the experience requirement. He has also completed his Financial Paraplanner Qualified Professional (FPQP®) designation.

In his free time, Steven enjoys following professional sports as he is an avid Washington, D.C. sports fan. He also enjoys collecting baseball cards and volunteering at his church.

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Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.