Hi, I'm Steve. Thanks for stopping by.
I have been in financial services for 18 years and over 14 years in this business. A few years ago while working at Morgan Stanley, I got frustrated with the way the industry was headed. There were things about the ‘Big Bank’ model that I couldn't fix, and clients noticed. There had to be a better way.
I created Innovate Wealth in 2016 with the vision to refocus the business away from a product sales culture and back to the clients, their education, their behavior, and do it all at a more affordable cost.
I am a Certified Financial Planner™ (CFP©) and a 2021 Level II candidate in the CFA Program. I have previously attained the Certified Divorce Financial Analyst (CDFA) and Certified Portfolio Managers (CPM) designations, and can also throw in a Civil Engineering degree if you want to talk about bridges.
I spend most free time in the woods or doing something else physical (hurting myself). I love to watch any and all (Pittsburgh) sports, read, and constantly try to learn new stuff.
Here are a few things I've written that can help you get to know me:
5 Things to Look for When Hiring an Advisor
What is Real Risk?
Why You're Paying Too Much for Life Insurance
Verify Steve’s history by finding him on BrokerCheck.