Steven Silber, CFP^®, CLTC
Senior Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs. Whether you are looking ahead to retirement, planning a child’s education or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – from identifying your financial goals to helping you make them a reality. We’ll also work with Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Steven Silber

Steven Silber, CERTIFIED FINANCIAL PLANNER^® professional, is a Senior Wealth Advisor with Citi Personal Wealth Management who has been helping individuals and families navigate increasingly complex financial lives since 1998.

He works primarily with high-net-worth families, business owners and professionals whose financial needs often extend well beyond investment management. Steven takes a comprehensive approach, helping clients consider how investment strategy, retirement income, tax considerations, risk management, long-term care and multigenerational wealth planning fit together within their broader financial picture.

His process begins with understanding what matters most to each client: their goals, family circumstances, financial resources, concerns and priorities. He then helps clients develop and implement personalized strategies intended to bring greater clarity, organization and coordination to both current financial decisions and long-term planning.

Steven has guided clients through numerous market and economic cycles and through significant life transitions, including retirement, the sale or succession of a business, changes in family circumstances and the transfer of wealth between generations. For clients with more complex planning needs, he collaborates with their attorneys, accountants and other professional advisors to help coordinate investment and financial-planning decisions with their broader tax and estate considerations.

Steven holds FINRA Series 7, 63, 65 and 66 registrations, as well as life and health insurance licenses. He also holds the Certification in Long-Term Care (CLTC^®) designation.

Steven earned his B.A. from Brooklyn College of the City University of New York and is fluent in Romanian and has working knowledge of Spanish and Italian.

Steven lives on Long Island with his wife, Marietta, and has two adult children. Outside of work, he enjoys exploring global cuisines, experimenting in the kitchen and reading, with a particular interest in science fiction