Steven Podnos (CFP®, CRSP, MBA, MD)

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

  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice

Planning Specialties

A twenty year medical practice has given me a unique insight into the personal and business financial concerns of professionals and small business people. I seek to provide financial peace of mind for all my clients

NAPFA Start Date

January 20, 2004


This Office

405 Sims Way Merritt Island, FL 32952-5233 Phone: (321) 505-7592 Fax: (815) 307-3777