Steven Perkal is a financial advisor at UBS with a Bachelor's Degree in Business-Marketing from Yeshiva University, Sy Syms School of Business. He has a broad range of professional experience, having held positions such as Media Investment Supervisor and Senior Associate at Starcom, National Broadcast Buyer and Assistant Buyer at Havas Media, Broadcast Production Coordinator and Intern at McKinney. Steven has also served as Head of Logistics at SHMA Camps and Marketing Intern at Royal Media Group.

At The Cole Group, Steven works with a three-generation, family team of advisors to help individuals and families develop and execute personalized strategies for retirement saving, investing, and spending. The focus is on alleviating any doubts and concerns about retirement planning, allowing clients to spend more time focusing on what matters most to them. The approach involves developing an understanding of the client's situation and goals, tailoring a solution, implementing and executing a financial plan, and monitoring progress to recommend adjustments to stay on track.