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
- 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