Steve Faberman & Al Filosa
300 5th Avenue, 3rd Floor
Waltham, MA 02451
781.373.4450
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Steve Faberman

Private Wealth Advisor

Phone

781-373-4450

Email Address

Steve.Faberman@IFPadvisor.com

Helping clients find creative solutions to complex challenges and long-term financial goals is the primary focus of Steve's practice. He understands that every person and situation is unique and requires tailored and highly personal solutions.

As a Financial Planner since 1993, Steve has been working with high net worth clients and their families to help them achieve their financial goals. He works closely with clients to create and implement customized retirement solutions that include investment management, long-term care insurance, tax reduction strategies, legacy planning, and more.

Through Integrated Financial Partners, he brings a team approach to better understand your goals, time horizon, and risk tolerance. Steve works with Al Filosa and their skilled support team to bring a wealth of resources and education to each client so they can make informed decisions. As part of their financial planning process, they will evaluate your situation, develop and implement financial planning recommendations, regularly review your plan, and make adjustments as your situation changes.

Steve graduated Magna Cum Laude from the University of Massachusetts at Amherst with a Bachelor of Business Administration degree in Finance. In addition, he earned the Registered Financial Consultant (RFC) designation from the International Association of Financial Consultants. Steve lives in Natick with his wife, Jayme; son, Adam; and daughter, Lauren.