Stephen Park, CPFA
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Serving Clients Nationwide
We're passionate about achieving your goals.
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Stephen Park, CPFA
Stephen Park has nearly 20 years of experience on Wall Street, mainly serving his duties on the institutional side of the finance industry.Most of his time was spent at a Hedge Fund where he held the position of Head Trader. He was a highly valued member of the investment team that managed a $1.2 billion portfolio. Stephen worked directly with the Chief Investment Officer to provide timely updates regarding macro research, portfolio stock research, and hedging ideas. His expertise was trading securities and derivatives across global markets, which included North America, Latin America, Asia, and EMEA.
In addition to his trading responsibilities, Stephen was the face of the firm focusing on building and maintaining strong and lasting relationships with his business counterparts.
Stephen truly enjoyed this part of his position as head trader and in 2021 decided to pursue a career transition that would allow him to work closer with individuals as opposed to institutions. Given his professional background and desire to help others he thought financial planning would be the perfect fit and ultimately joined Randy Neumann Wealth Management.
Steve earned a Bachelor of Science in Finance from Rutgers University Business School where he graduated Magna Cum Laude. Outside of the office, Steve enjoys spending time with his wife and 3 boys. He is actively involved in the community and volunteers as a coach for his kids’ sports. He also enjoys the humbling game of golf as well as being a foodie.
Professional Designations
- Certified Plan Fiduciary Advisor (CPFA)
Affiliations
- The AGC
Primary Location
600 East Crescent Avenue, Suite 104, Upper Saddle River, NJ 07458
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Spark Wealth Management
Spark Wealth Management offers a broad array of financial planning products and services to meet the majority of your financial needs in one place.Our services include:
✔️ Comprehensive financial planning
✔️ Fee-based client portfolio management
✔️ Investment analysis
✔️ Quarterly performance reports
In addition to the products and services offered by our firm, we are happy to work in conjunction with your attorney or CPA, or recommend a qualified professional to assist you with your tax preparation, legal and trust concerns, or other specialized functions.
Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.
The LPL Financial registered representative(s) associated with this profile may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Rutgers Business School, Bachelor’s Degree, Finance
Hobbies and Interests
- Family
- Golf
- Sports
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
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