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.
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