Steven Sapirstein

Steve Sapirstein comes to Stoever Glass & Co. with an extensive career in financial services.  Beginning as a Financial Advisor for Merrill Lynch, Steve then joined the ranks of branch management with both Paine Webber and as Senior Vice President/ Branch Manager of a Smith Barney complex which included Manalapan, Delray Beach and Boca Raton, Florida. Steve is a graduate of New York University’s, Stern School of Business and holds a MBA degree from Iona College Graduate School of Business. Since 1990, Steve has acquired a vast array of financial expertise, which he now brings to Stoever Glass & Co., in Boca Raton, Florida.

Licenses:
Certified Retirement Planning Counselor (CRPC®)
State of Florida – All Insurance products
FINRA Series 7 & 66

Adam C. Goodman

Adam Goodman has been in the financial services industry for 14 years. However, his exposure to the markets dates back to the 1970s when his immediate family members began working as advisors. Adam uses this knowledge base to assist his clients with investment planning and wealth management strategies. Adam’s ultimate goal is to provide his clientele a level of predictability as they approach and live through retirement.


Licenses:
FINRA Series 7, 24, 65 & 66
State of Florida License—Life Insurance, Health Insurance

Gary Rosenberg, CRPC®

For Gary Rosenberg, trust is the most important ingredient in a solid Advisor/Client relationship. The ability to have created that trust is the thing that makes him most proud, and something he has proven with his clients throughout his 27-year disciplined process of wealth management.

Gary works comprehensively with his client’s wealth management plans, providing guidance and direction to clients of every size. And while his experience covers every type of client, he is a specialist in taking care of the income and investment needs of smalls business owners, entrepreneurs and professionals. Earlier in his career, he worked in the construction industry, where every project started with a strong foundation. Today as a financial advisor, he specializes in helping his clients build tax-efficient portfolios using bonds as the solid foundation.

He starts with laddered municipal bonds as a means of generating tax- free monthly income streams and supplements them with a well-rounded mix of corporate bonds and preferred stocks.

His approach to serving clients is rooted in building trust by treating them how he likes to be treated, educating them, and integrating their objectives into a personalized investment plan that can be updated as life changes occur.

In his spare time Gary likes to go to concerts and collect music. He bowls competitively and loves baseball and going to games.

Licenses:
FINRA Series 7, 8, 63 & 66
State of Florida – Life Insurance, Health Insurance, Variable Annuity and Long-Term Care Insurance
Chartered Retirement Planning Counselor (CRPC) Designation