A Financial Advisor You Can Trust

For over three decades, Steve Kienzle has partnered with his clients in developing investment strategies that support their unique goals. Financial clarity, appropriate investment choices, and ultimately peace of mind are the results of his efforts. For Steve, it all begins with a personal commitment to craft a plan which supports the financial goals of each client. Coupled with his breadth of experience and commitment to excellence, results in a successful, personalized financial roadmap.

Steve’s approach is straightforward and powerful: listen intently to client’s life choices and financial goals; explore appropriate investment options; and develop a personalized plan which support the goals of each client. While helping clients navigate the ever-changing conditions of the capital markets and economy, Steve’s guidance helps them maintain a sound and flexible investment strategy and provides them with critical estate and tax planning considerations. And while every investor has some common aspirations, each client also has unique needs that require the expertise and experience only someone with Steve’s proven track record can offer. His dedication and expertise enable him to make a real and lasting difference in people’s lives. For him, that’s the ultimate goal.

Steve has worked with thousands of clients and managed an investment portfolio on their behalf in excess of $2 billion in assets at Fidelity Investments in Sarasota. He has a B.A. in Business Administration from Eastern Nazarene College, is a Certified Financial Planner™ (CFP®), holds several FINRA licenses (Series 7, 66, 63), and is licensed in Life, Health, and Annuity investment products as well.

Steve is a member of several local charities and believes in giving his time and support to those charities. He spends most of his personal time with his fiancé, family, and dear friends. His love and passion for ‘all things’ outdoors, especially watersports, is the reason he ended up in the Sunshine state.

Future