Steven Bové (CFA, CFP®, MSFS)

Steven Bové focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Cash Flow/Budgets/Credit Issues
- Estate & Generational Planning Issues
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
Planning Specialties
Specialties:
- Investment Analysis
- Portfolio Management
- Cash Flow Projection
- Cash Flow Optimization
- Net worth Statement
- Risk Summary
- Retirement Sufficiency Projection
- Retirement Planning
- Tax Management
- Estate & Legacy Planning
Additional Information
Steven A. Bové is a CFA® charter holder, a Certified Financial PlannerTM practitioner, and President of Lebrigh Life Planners, LLC, a fee-only financial planning and portfolio management firm. Mr. Bové holds a Masters degree from the College for Financial Planning. Mr. Bové is a member of the CFA Institute and a NAPFA - Registered Financial Advisor.
NAPFA Start Date
July 10, 2003