Confident, Competent, and Integrity Driven. Steve is a financial advisor and expert who selflessly shares his wisdom, knowledge, and expertise on how to set yourself up financially and administratively for a successful life. This year Steve was named one of the United States Top 1200 financial advisors, made Investment News's 40 under 40, was named a "Next Generation" Wealth Advisor by Forbes, and is the President of the CFA Society in Orlando, FL. Join us as we talk about one of the tools and pillars of a freedom filled life.