Broker Check
Steven N. Tirpak, CFP®

Steven N. Tirpak, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢ professional, Financial Advisor

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™ professional 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 golf and pickleball, and spending time with family and friends.

Licenses: Life and health insurance in various states.

FINRA Securities registrations: Series 7, 66, 24

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements..

This Five Star Wealth Manager Award was given on December 1, 2023, remains valid for the year of 2024 and is administered by Crescendo Business Services, LLC (dba Five Star Professional).  Neither the named award recipient nor any other party has paid or otherwise compensated Crescendo Business Services, LLC to be considered for or to win the award.