Steven J. Gilbert is the Senior Vice President at Universal Financial Consultants with over 30 years of success in the estate and retirement planning industry.
Originally born in New York and raised in Miami Beach, Steve has called South Florida home for many years. After studying and understanding the intricacies of the financial services industry, he quickly determined that tax and estate planning are integral parts of financial success and became committed to helping families and individuals navigate those intricacies in order to achieve their financial goals.
Mr. Gilbert saw the need for proper financial planning when he lost his father at a young age and watched his mother struggle financially to make ends meet. Now, as a father of four children, Steve is determined to protect his family’s legacy and help his clients implement the same strategies, which he and UFC call the PremiumLife™” approach.
- Strategic Tax Planning
- Wealth Protection & Maximization
- Tax-Free Income Opportunities
- Elite Wealth Strategy for Qualified Individuals
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