Steven Perkal, CFP®

Steven Perkal, CFP®, is a Senior Vice President in Wealth Management at UBS, where he leads a multigenerational family wealth management practice known as The Cole Group. He specializes in helping individuals and families with retirement planning, investment strategies, and financial decision-making. Perkal is based in the New York City Metropolitan Area and has a background from Yeshiva University, specifically the Sy Syms School of Business. His professional focus includes providing trusted guidance on wealth management and retirement plans.123