Stephen Curley (CFA®, CFP®, MBA)

Stephen Curley focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Steve Curley serves as  the firm’s Chief Investment Officer and  is a Principal within the firm. His duties include providing leadership and direction to WaterOak Advisors.  Steve specializes in investment management while providing guidance to select private wealth clients. As CIO, Steve is the Head of the firm’s Investment Committee and is responsible for all of the firm’s investment strategies, including, functioning as lead Fund Manager for the WOA All Asset Mutual Fund.

Prior to WaterOak, Steve served as a Portfolio Manager at CNLBancshares.

Steve is a member of the CFA Institute and serves as a board member of the CFA Society Orlando.

Steve's educational background consists of a MBA from University of Central Florida and a B.A. in Finance from University of North Florida. Steve is a CFA® Charterholder (CFA) and a CERTIFIED FINANCIAL PLANNER™ professional (or CFP® professional). He is also a member of the firm's Advisory Services, Compliance and Operating Committees.

Additional Information

Steve was born and raised in Central Florida where he currently resides with his wife and two children. 

 

NAPFA Start Date

October 03, 2018

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This Office

145 Lincoln Ave Ste A Winter Park, FL 32789-3836 Phone: (407) 567-2956 Fax: (407) 622-1799