Stephen Engel

Stephen J. Engel is a Senior Private Wealth Advisor at Palumbo Wealth Management, where they serve as a personal CFO, focusing on investment management, trust and estate planning, and income planning. With nine years of experience in the financial services industry, they previously held the role of Wealth Management Advisor at TIAA, providing in-depth financial analysis and advice. A graduate of Hofstra University's Frank G. Zarb School of Business, Stephen obtained a bachelor’s degree in finance and business administration in 2009. In addition to their work, they are a Limited Partner at Visible Hands and a Board Member at Mid-Island Y JCC. Stephen resides in Plainview, New York, with their family and dog.