fbpx
Important disclosure

800-633-3049

Client login
Steve Athanassie, CFP®, AIFA®, CPFA

Steve Athanassie, CFP®, AIFA®, CPFA

Director of Private Wealth Management

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.
Email
Call 800-633-3049
LinkedIn

Steve’s Background

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

  • MM slash DD slash YYYY

The ProVise Planning Experience

A financial plan is a roadmap to your financial success. A ProVise financial planner will follow a process that includes the following steps to creating a customized strategy specific to your current financial situation, lifestyle, and future goals.

Planning
1. Understanding Your Personal and Financial Circumstances 2. Identifying and Selecting your goals 3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action 4. Developing the Financial Planning Recommendation(s) 5. Presenting the Financial Planning Recommendation(s) 6. Implementing the Financial Planning Recommendation(s) 7. Monitoring the Progress and Update

1. Understanding Your Personal and Financial Circumstances

Before we can help you reach your goals, we need to understand where you are. We perform a thorough analysis of your current financial situation and upcoming risks before creating a financial plan designed for your increased future success.

2. Identifying and Selecting your goals

Your future financial goals will dictate your current financial choices. We need to understand your goals and then help you prioritize those goals, so we can align your financial strategy with the lifestyle for which you are aiming. We help you balance your goals in a way that is designed to benefit your current lifestyle without neglecting your future financial goals

3. Analyzing Your Current Course of Action and Potential Alternative Courses of Action

It is important for us to first determine what you are currently doing and why. What is your approach to your finances and investments? There is no reason to seek alternatives if what you are doing is working. However, we can only do this in the context of looking at alternatives that may either fine tune what you are doing, or perhaps offer an alternative approach.

4. Developing the Financial Planning Recommendation(s)

Unlike others who just want to sell you something that may not be in your best interest, we do not consider recommendations until we have taken the first three steps of the financial planning process. You do not want a physician to create a treatment plan without a thorough analysis of your current condition and consideration of alternatives. The same is true with your financial health.

5. Presenting the Financial Planning Recommendation(s)

We will provide you with a set of written recommendations sharing our best ideas and thoughts regarding your personal financial situation. For those with a relatively uncomplicated financial life it might be done in a bullet point format, while for others it could be a much longer document. It might even be done with a modular plan focusing on the one aspect that is most concerning to you.

6. Implementing the Financial Planning Recommendation(s)

We help you put the financial planning strategy to work by putting together a checklist of action items for you and us that helps ensure that the plan is implemented in a timely fashion. There is nothing worse than knowing what needs to be done and then not doing it.

7. Monitoring the Progress and Update

Financial planning is not an event that happens one time. It is a continuous process. Life happens and things change. You will not go it alone. We will walk with you through every financial decision, roadblock, obstacle and opportunity to make sure you are staying on track toward your financial goals.

ProVise Planning Experience

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.

  • MM slash DD slash YYYY

By clicking the Submit button above I agree to the privacy policy.

STRAIGHT FROM THE SOURCE

Read our market analysis reports to stay up to date on the raw numbers that impact your financial landscape.

Read More