Steve Nordbeck,
CERTIFIED FINANCIAL PLANNER™
Vice President, Wealth Advisor
GET TO KNOW STEVE
With over three decades of experience in financial services, Steve Nordbeck, Vice President – Wealth Advisor at Achieva Wealth Advisors, helps clients build and preserve wealth through personalized strategies rooted in trust, clarity, and thoughtful guidance.
As the founding advisor of Achieva Wealth Advisors, Steve has shaped a client-first philosophy that prioritizes each individual’s goals, values, and comfort level. He’s known for making complex investment solutions approachable—ensuring clients feel informed, empowered, and confident in their financial decisions.
Steve earned his Bachelor’s in Finance from the University of South Florida, where he met his wife, Melissa. Together, they reside in Odessa, Florida, sharing their home with two dogs, three cats, and two horses—reflecting their shared love for animals.
Outside of work, Steve is an avid golfer, a guitar enthusiast, and a bourbon connoisseur who enjoys pairing a fine bourbon with a cigar. His passion for education and community involvement is evident through his support of charitable organizations like the Ryan Wells Foundation, which provides scholarships for students in Pinellas County.
Steve’s greatest fulfillment comes from building lasting relationships and making a meaningful impact in the lives of his clients—helping them navigate their financial journey with clarity, confidence, and care.
LICENSING AND CERTIFICATIONS
- Certified Financial Planner™
- FINRA-registered Series 7 and 63
- Licenses in life, health, and variable annuities