Our mission is to serve the 50+ traveler who's ready to cross a few items off their bucket list.
Stephen J Landersman, CFP, is a nationally recognized financial planner, speaker, and author. He is the co-author of Retire Like a Shark with Kevin Harrington, an original Shark on ABC’s Emmy award–winning show Shark Tank.
Landersman is the founder and president of Unifi Advisors LLC, and he’s been successful in the financial services industry for over 30 years. He earned his CFP designation in 1993 and has been following their tenants of being a good fiduciary ever since.
His focus over the last 2 decades has been on retirement and estate planning since, too often, one goal is unnecessarily sacrificed for the other. When you first meet Stephen, it’s easy to see why people trust him with their future — he has a wealth of knowledge but explains complex concepts in a way everyone can understand. He aims to make his public speaking engagements not only informative but enjoyable. This is something unique in a button-down, jargon-rich industry.
Stephen and his wife enjoy his classic car collection, including her favorite, a Karman Ghia. They like to travel, play golf, and support local charities that positively impact the lives of those in the community. His motto says it all: “Do well by doing good!”
