The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning, and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Steve specializes in:
- Financial planning
- Retirement planning
- Company 401(k) plans and IRAs
- Inheritance planning
Steve graduated Cum Laude from Palm Beach Atlantic University in West Palm Beach, Florida where he received his B.S. in Finance and Accounting.
Steve actively shares his passion for finance to help families and individuals plan for their financial and life goals. His main focus is to assist clients in managing their wealth efficiently and effectively by listening to their wants and needs and building a strategy that helps meet their objectives.
Steve lives in Stuart, FL with his wife, Sheena and his three sons (Josiah, Jonah, and Casey) and is an active member of his community.