Steve specializes in helping his clients to make informed decisions and design custom portfolios that serves their needs. He believes that diversification – as well as creating a disciplined, personalized, risk-adjusted portfolio – are essential for accomplishing financial success. Steve considers many important aspects throughout the financial planning process, such as managing risk, planning for taxes, and reviewing estate documents regularly. Steve is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Financial Consultant®. He also holds his Series 7 and 66 registrations as well as Florida Life, Health, and Variable Annuity licenses.