Steve Athanassie, CFP®, AIFA®

Senior Fiduciary Analyst

Steve has been guiding individuals, families and institutional clients since 1985.  Widely respected for his financial acumen, Steve has been quoted in USA Today, Business Week, the Tampa Bay Times, the Tampa Tribune, Mutual Fund Magazine and Financial Planning Magazine. Steve has appeared on Bay News 9, WFLA News Channel 8, WFTS Action News, WTVT Fox 13 News and has been featured in the Tampa Tribune “Money Makeover” and “Ask an Advisor” columns.

He has held the CERTIFIED FINANCIAL PLANNER™ designation since 1988 and has achieved the Accredited Investment Fiduciary Analyst® designation from the Center for Fiduciary Studies.  Steve’s certification as an Accredited Investment Fiduciary Analyst designee qualifies him to conduct independent fiduciary reviews for nonprofit endowments and foundations, ERISA retirement plans, private family trusts and high net worth individuals.

Steve is a member of the Florida West Coast Employee Benefits Council and the American Society of Pension Professionals and Actuaries.

Originally from Queens, New York, Steve has been a Tampa Bay resident since 1975.  He received his Bachelor’s degree in Finance with a minor in Psychology from the University of South Florida in 1984.  Steve and his wife Beth have two daughters, Alexa and Arista.