CERTIFIED FINANCIAL PLANNER™
Vice President, Wealth Advisors
EXPERIENCE AND BACKGROUND
With more than 25 years of financial services experience, Steve brings his considerable wealth advisory experience to every single client. He uses a thoughtful, insightful approach to help clients develop personalized investment strategies to build and preserve their wealth. He spends considerable time building a relationship with each client to understand their goals and expectations for their investments. Armed with this information,
he develops a plan and carefully explains how it will work for that individual. If his client has reservations or concerns, he will explore other options to ensure the plan meets the client’s needs as well as comfort level. Steve’s educational focus extends beyond Achieva Wealth Advisors. He works closely with several charitable organizations, including the Ryan Wells Foundation that provides scholarships for children in Pinellas County.
Bachelor’s in Finance, University of South Florida
LICENSING AND TRAINING
- Certified Financial Planner™ FINRA-registered
- Series 7 and 63 registrations
- Licenses in life, health and variable annuities
"My approach is very deliberate. I carefully analyze your specific situation and come up with the right plan for you. My goal is to educate, so I can help you make the most of your assets."