About My Practice
As a South Florida native, Steven has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs for nearly two and a half decades. With extensive experience throughout major shifts in the markets, Steven has dedicated his career to delivering the personalized investment planning services his clients deserve.
Steven began his career as a Financial Advisor with Smith Barney in Hallandale, where he developed his fundamental investment knowledge. He joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1996 and opened his own Wells Fargo Advisors-Financial Network practice in 2010 as Managing Principal to continue providing personalized financial advice for individuals, families and corporate clients.
In 2008, Steven earned the Certified Financial Planner ™certification by completing an approved education program, passing rigorous examinations and meeting stringent experience requirements.
Steven has an interesting educational background having studied abroad in five different countries: Israel, Colombia, Spain, The Netherlands and France. His friends and family thought he was a travel major until he earned a B.S. in Finance from the University of Florida and an International Business Certificate from the Netherlands School of Business. Steven is trilingual in Spanish, French and English.
Away from the office, Steven is a long-term volunteer for Junior Achievement of South Florida having taught economics in five different high schools in Broward County over a period of more than thirteen years. He is a father of a teenage daughter,Emily, and lives with his fiancée,Karen. They love to travel abroad (France is their favorite) and like to stay active. Steven is a life-long tennis player and more recently, an avid golfer. They also enjoy snowboarding, horse-back riding and surfing as a family traveling to Utah, Colorado and Costa Rica to pursue those interest.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Wells Fargo Advisors FiNet
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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