Steven Bouchey (CFP®)

Steven Bouchey focuses in the
following client markets or areas of practice:

  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

NAPFA Start Date

June 30, 2022


This Office

One Main Street Tequesta, FL 33469 Phone: (518) 720-3333