Steven Glick, CFP®, CHFC®, is a Certified Financial Planner with more than 25 years of experience in comprehensive insurance and risk management solutions. He specializes in helping clients identify potential risk exposures and develop insurance strategies tailored to their individual needs and broader financial goals.

Steven works closely with clients and their financial advisors to evaluate existing insurance programs, assess coverage needs, and recommend appropriate solutions. His approach is thoughtful and educational, with an emphasis on helping clients make informed decisions and ensuring their needs remain the priority.

Throughout his career, Steven has built strong relationships with financial advisors at major investment banks, registered investment advisory firms, and property and casualty insurance firms. His clients primarily include high-net-worth individuals and families, executives, professionals, business owners, and entertainers.

Steven graduated from Binghamton University with a Bachelor of Arts in Economics and Biology. He lives on Long Island, New York, with his wife and two daughters.

Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. MJP Wealth Advisors is not affiliated with Integrity Wealth.