Steven Hiraga (CFP®)

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

  • College/Education Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

My Quick Stats

What’s your background? I am a CERTIFIED FINANCIAL PLANNER™ and focus on wealth management, planning for retirement, insurance needs, and saving for college for individuals and families. I joined the banking industry in 2005 and gained widespread experience in financial and credit analysis. I joined the financial services industry in 2013 and since then have worked to employ an analytical and pragmatic approach to serving my clients.

What degrees do you hold? I hold a B.S. in Psychology from The Florida State University.

What do you do for fun? As a native Floridian, I have adopted Tallahassee as my home after growing up in Hollywood, FL. My wife Priya and I enjoy attending FSU football games, hiking and traveling, and I am also an avid golfer and fisherman.

What charities do you support? I am proud to serve as head golf coach for the Leon County Special Olympics and have volunteered with numerous other local non-profit organizations.

Additional Information

As a CFP® I enjoy creating and presenting a process-guided plan that focuses on achieving desired outcomes.  This allows me to create long term relationships and particpate in the financial decisions that arise throughout the lives of those I work with.

Through the use of advanced planning techniques and a commitment to making recommendations that are in the best interests of my clients, I believe that I can provide clarity to the uncertainty that comes with financial questions that can be complex and challenging.

NAPFA Start Date

February 01, 2018

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This Office

1700 Summit Lake Dr Ste 102 Tallahassee, FL 32317-7964 Phone: (850) 877-0803

Other Offices

1755 Telstar Dr Ste 300 Colorado Springs, CO 80920-1019 Phone: (850) 877-0803