Steven Wescott, CFP®

  • Steven Wescott, CFP®

    Stephen Wescott, CFP® recently retired from Sterling Financial Planning, Inc. (SFPI), an Independent Registered Investment Advisor. He is available to existing clients on a consulting basis as needed.  Mr. Wescott began his career in the financial services industry in 1974.  He joined the firm in 1996 and has been very active in assisting clients with their financial and investment needs. Mr. Wescott came to Sterling Financial with a strong insurance background.  Prior to joining Sterling Financial, Mr. Wescott ran his own advisory firm for several years. He has given seminars in local areas covering many aspects of financial and investment planning. He also has a good background in pensions.

    Mr. Wescott is an active member in his local Newton Rotary chapter. He is a member in good standing of the Financial Planning Association of New Jersey (FPANJ). He has served as past President of the Northern New Jersey Society of The Institute of Certified Financial Planners, Inc. (NNJS-ICFP®). He is also a former faculty member of the National Institute of Finance. Mr. Wescott has also served on a number of non-profit organizations and is very active in his church. Mr. Wescott is currently on the board of directors of the United Methodist Communities, which is the corporate owner and management organization for Bristol Glen.

    SFPI offers fee-based investment management services.

    A life-long New Jersey resident, Mr. Wescott has two children and after losing his wife to cancer in 2008 has remarried. He enjoys sports, particularly skiing, biking and hiking.

Featured News

Financial Briefs

Contact Info

Phone: 973-729-1234

Fax: 973-729-8079

60 Blue Heron Road, Suite 201
Sparta, NJ 07871-2608

Follow Us