Steven N. Tirpak CFP®

Steven N. Tirpak CFP®

CERTIFIED FINANCIAL PLANNER™ professional, Financial Consultant

Steven Tirpak graduated from West Virginia University in 2002 with a bachelor's degree in business, specializing in finance.  He began his career in financial services with Equitable Advisors in 2003.  Upon starting his career with Equitable, Steve completed the challenging task of developing his own client base and over the next 15 years, Steve continued to expand his business, running a successful practice within AXA.  He joined the Falcon Financial Group in 2018 to partner with other high level financial professionals as well as to offer additional expertise and services to his clients.  Steve specializes in wealth management and comprehensive financial and retirement planning.   As a financial professional, Steve loves his work and prides himself in providing a high level of knowledge and customer service when working with each client. 

 

In 2009, Steve completed the rigorous coursework necessary to sit for the CFP® board exam and received the title of CERTIFIED FINANCIAL PLANNER™ in 2010 after passing the exam.  For several years, NJ Monthly Magazine has recognized Steve as a “Five Star Wealth Manager”. In 2019, Steve was inducted into the Equitable Advisors Hall of Fame because of his achievements at the firm.

 

Steve currently resides in Morristown, NJ with his wife Sara, his son Cole and his daughter Delaney.  His interests include traveling, cheering on the Jets/Mets, playing on his church softball team, playing golf and spending time with family and friends.

 

 

Licenses:  Life and health insurance in various states.

FINRA Securities registrations:  Series 7, 66, 24

 

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. The Falcon Financial Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

The Falcon Financial Group, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 973-775-5005
Fax 973-401-2507