Hi, I am

Steve Goffner

BBA, MS

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Steve Goffner, a Financial Planning and Investment Advisor, boasts a rich career history that includes roles as a Financial Coordinator at the New York Stock Exchange, an Investment Registered Representative for UBS Paine Webber, and an Accounting Professor at Pace University and Long Island University. With extensive experience and a commitment to client success, Steve offers comprehensive financial guidance to his clients.

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phone (737) 520-4685
email [email protected]
EDUCATION
  • Bachelor of Business Administration, Accounting Major - Pace University
  • Master of Science, Accounting Major - Long Island University
  • FINRA Series 65 Investment Advisor Representative
EXPERIENCE
  • Investor, Stock and Options Trader
  • Financial Planner
  • Retirement Planner
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I AM
FEE ONLY

Fee-only advisors can't receive kickbacks for investments they recommend. This removes conflict of interest when serving you as a client.

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I AM A
FIDUCIARY

Fiduciaries are legally obligated to provide advice in the best interest of the client, unlike other advisors who only ensure their advice is "suitable."

Get to Know

Get to Know Steve Goffner

Steve Goffner embarked on a transformative journey, prioritizing financial responsibility from the outset.

Some things you should know about me are:
  • I prioritized financial responsibility to lay a sturdy foundation early in my marriage
  • I had a successful finance career as a Coordinator at the New York Stock Exchange (NYSE)
  • Purchase of our first home, fostered long-term financial stability
  • I overcame market downturns and health challenges through resilience and strategic planning

Steve Goffner's History

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1983 – Marriage and a Financial Foundation

Marrying Teri marked the beginning of a significant personal journey for me. We prioritized avoiding credit card debt early on, which laid a solid financial foundation and instilled valuable lessons in financial responsibility.

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1983 –– Launch of Finance Career

In the same year we were married, I became a Finance Coordinator for the NYSE. This professional milestone signified the start of my successful career in finance, paving the way for my future achievements in the field.

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1986 – Birth of Son Robert

Three years into our marriage, our son Robert was born in 1986, adding a new and joyful dimension to our family life.

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2001 – Overcoming Challenges

I faced a serious health challenge when I underwent brain surgery to remove an astrocytoma. This experience highlighted the resilience and strength I possessed to overcome obstacles.

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2000 & 2008 – Navigating Challenges

The market downturns of 2000 and 2008 brought significant financial setbacks. However, my patience and long–term investment strategy helped us weather these storms successfully.

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1989 – Purchase of First Home

As a step toward long–term financial stability, we purchased our first home in 1989. This purchase laid down roots that endured to this day.

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2011 – Financial Independence Achieved

A major financial milestone was reached in 2011 when I paid off our mortgage, solidifying my financial independence and security.

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2015 – Retirement and New Beginnings

I retired with a full pension from the New York City Department of Education after a long and successful career. This marked a transition to a new chapter in my life.

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2024 – Joined 11 Financial

Leveraging my years of experience and expertise, I joined 11 Financial. I was excited to use my knowledge to positively impact others' financial lives through investing and retirement planning.

Recent Articles

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Retirement Vehicles for High Income
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Steve Goffner, BBA, MS

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Media Mentions and Industry Involvement

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"Allied health professionals must approach financial planning with precision and insight. Tailored strategies ensure not just stability, but also the freedom to pursue professional aspirations without financial constraints."

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"Envelope budgeting transcends traditional financial management by transforming abstract numbers into tangible realities. It’s not merely a method."

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Retirement Planning

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Discover how Steve, your experienced financial planner, can assist you with Retirement Planning. With expertise in retirement strategies, he offers tailored solutions to meet your goals. Whether you're planning or nearing retirement, trust Steve to develop a comprehensive plan for your secure financial future.

High Net Worth Financial Planning

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Steve offers personalized strategies to optimize your wealth management. From tax-efficient planning to succession strategies, Steve provides tailored solutions to align with your financial goals. Trust Steve to guide you towards a prosperous financial future tailored to your high net worth needs.

Cash Flow and Budgeting

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With expertise in financial management, Steve offers personalized strategies to optimize your cash flow and create a practical budget. Whether you're aiming to reduce expenses or increase savings, he will work closely with you to develop a customized plan aligned with your financial goals. Start improving your cash flow and budgeting habits today with Steve as your advisor.

Financial Planning for Professionals

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Steve is an experienced financial planner specializing in helping professionals. With over 20 years in the industry, Steve understands the unique financial needs of professionals like executives, entrepreneurs, and healthcare workers. From optimizing investments to retirement planning, Steve provides tailored strategies to help you achieve your goals. Let Steve guide you toward a secure financial future while you focus on your career.

Tax Planning

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Steve provides personalized strategies to minimize tax liabilities and maximize savings. Whether you're an individual, business owner, or investor, Steve helps you navigate complex tax regulations with confidence. You can trust Steve to optimize your tax situation and achieve your financial goals effectively.

What It's Like to Work With Steve Goffner

"Outstanding professionals who deeply care for their clients."

Jacob H.

Get in Touch

phone

PHONE

(737) 520-4685
email

EMAIL

[email protected]