Steve Esposito, CFP®
Stephen Esposito, CFP® is a Financial Advisor at MACRO Consulting Group working with the Flat Fee Portfolios program. Flat Fee Portfolios is a low-cost asset management solution that provides high-quality investment solutions to investors who are simply looking for asset management advice and do not require complex financial planning services.
As an advisor for the program, Steve actively monitors clients’ investments and overall portfolio performance, including conducting rebalancing to ensure goals remain aligned. Additionally, he identifies clients’ needs, goals and risk tolerance levels, conducts review meetings, and performs analyses.
Steve’s industry experience includes investment research, asset allocation analysis, and retirement income planning. Due to his expertise, he is a frequent contributor to InvestmentNews, a leading financial industry publication. Prior to joining MACRO Consulting Group in 2009, Steve worked for a national financial services organization as a financial representative where he was recognized with the “Super Starter” award. Steve is a “Five Star Wealth Manager” as seen in New Jersey Monthly magazine and has been named one of the “Best Financial Advisors for Doctors” by Medical Economics.
Steve holds the CERTIFIED FINANCIAL PLANNER™ designation. He earned a Bachelors of Science in Business Administration from Seton Hall University and completed the financial planning program through the Boston Institute of Finance.