Fiduciary
Advisor

To Educate and Advise Federal Employees

How to 

Organize,  Strategize and Maximize their Finances

About Stephen Zelcer

Stephen Zelcer is the source of Financial Education for Federal Employees. He stands at the intersection between your Federal Benefits and your personal finances and advises you on how to integrate your Federal benefits with the rest of your financial life.  Instead of just receiving information about your benefits, Stephen guides you in what you could or should be doing to make the most of your money. Stephen has been working with federal employees at all GS levels, including executives and judges, since 2007.  He has helped hundreds of Federal Employees:

Stephen is also an accomplished lecturer presenting financial planning seminars for Beacon Education , as well as other educational outfits.  Stephen has been invited by dozens of agencies to teach and explain Federal retirement and employee benefits.  

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Stephen has personally delivered over 250 pre-retirement seminars, teaching thousands of Federal employees about all aspects of federal benefits.  Agencies and employees seek Stephen out because of his unique ability to see the interrelationship between Federal benefits and personal financial planning.
Stephen continuously authors articles that clarify points in Federal retirement and other topics related to retirement planning.  He is viewed as a subject matter expert sought by employees, agencies, national conferences and public media.

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A fiduciary advisor with specialities in retirement planning and federal benefits

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