Steven Taber is a seasoned professional in the wealth management industry, currently serving as a member and official speaker for Vistage Worldwide, Inc. With a robust background in executive management and financial planning, Steve leverages his extensive experience to elevate the Vistage community. His journey...
Steven Taber is a seasoned professional in the wealth management industry, currently serving as a member and official speaker for Vistage Worldwide, Inc. With a robust background in executive management and financial planning, Steve leverages his extensive experience to elevate the Vistage community. His journey began with the successful launch and growth of a national wealth advisory firm, which he later sold, allowing him to pivot towards his true passion: guiding successful clients and business owners in planning for their future and their family's legacy.
At Vistage, Steve takes great pride in addressing CEO groups across the country, where he shares invaluable insights on strategic planning, wealth preservation, and estate planning. His presentations are designed to empower leaders with the knowledge and tools necessary to navigate the complexities of personal financial planning and charitable gift planning. By focusing on the unique challenges faced by business owners, Steve helps them create tailored strategies that not only secure their financial future but also ensure a lasting impact on their families and communities.
Through his firm, Navon Wealth Advisors, Steve continues to embody his commitment to personalized service, emphasizing the importance of a holistic approach to wealth management. His expertise in leadership development and sales management complements his financial acumen, making him a sought-after speaker and advisor. As he engages with Vistage members, Steve remains dedicated to fostering a culture of collaboration and growth, inspiring others to achieve their personal and professional goals while leaving a meaningful legacy.
