He has held the CERTIFIED FINANCIAL PLANNER™ certification 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, the Hillsborough County Bar Association, and the National Association of Plan Advisors.
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.
Request Your Complimentary Consultation from a CFP® Professional
Schedule a Complimentary Consultation
Financial planning is not one big thing…it is hundreds of little things™. We will walk with you every step of the way through investments, debt payoffs and everything in between to help you reach the financial goals that matter most to you.
STRAIGHT FROM THE SOURCE
Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.
What is a gift letter? If you are planning on making a large financial gift, or you are receiving one, then gift letters are an important part of...
3 moves financial planners can make to take advantage of the interest rate increases happening in Tampa, FL, right now
Investors in Tampa, Florida, are experiencing interest rates higher than they have been in several years. Short-term rates fell to a historic low of...
3 assets that can help investors protect their portfolio against Tampa, FL’s higher-than-average inflation
Currently, residents in the Tampa, Florida, area are feeling the sting of inflation more acutely than people in other parts of Florida. The latest...