Our Team

Stephen Littenberg, CLU, ChFC, CFP®
Principal

 Applying 20 years of experience working with two of the world’s largest financial  institutions, Stephen founded Scholar Wealth Management and serves as chief  investment officer. Stephen is responsible for strategic asset allocation decisions and he pursues tactical investment strategies as they present themselves. Stephen has primary responsibility at Scholar for day-to-day management of client portfolios, including the selection of investment instruments and the ongoing monitoring, rebalancing and review of investment holdings.

Upon graduating from Syracuse University’s School of Business Management in 1989, Stephen began his career with AXA Financial where he modeled retirement, investment, insurance and estate plans for individuals and business owners. During his tenure with AXA Stephen earned the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Certified Financial Planner™ (CFP®) designations.

Stephen joined Gitterman & Associates in 2000 to serve as an advisor for the higher education markets in New Jersey. A frequent lecturer, Stephen was a key note speaker for The American Association of University Professors (AAUP) State Conference and regularly provides educational seminars at many of New Jersey’s top universities. Stephen takes pride in the close personal relationships that he has developed with his clients and the high level of service that his team delivers on a daily basis.

Stephen was born and raised in Springfield NJ.  Stephen, his wife Lori and their three daughters now live in Lincroft NJ.  

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Heather Caruso

Administrative Assistant  

 

 

 

Heather has been the backbone of Scholar Wealth Management since its founding in 2010.  As one of the youngest call center managers at Merrill Lynch, it was our good fortune to bring in Heather to run all aspects of client and office management. With over 15 years in the Financial Service industry Heather has been instrumental in assisting clients with their day to day needs as well as specialized aspects such as required minimum distributions, cost basis calculations and estate settlements.  Her attention to detail and client conscious approach has earned Heather the trust of our clients. 

 

 

Contact Us

4000 Route 66, Suite 331 
Tinton Falls, NJ 07753
Phone: 732-224-7090

Email: info@scholarwealth.com 

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