Steven Bové (CFA®, CFP®, MSFS)

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

  • Cash Flow/Budgets/Credit Issues
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management

Planning Specialties

Specialties:

  • Investment Analysis
  • Portfolio Management
  • Cash Flow Projection
  • Cash Flow Optimization
  • Net worth Statement
  • Risk Summary
  • Retirement Sufficiency Projection
  • Retirement Planning
  • Tax Management
  • Estate & Legacy Planning

Additional Information

Steven A. Bové is a CFA® charter holder, a Certified Financial PlannerTM practitioner, and President of Lebrigh Life Planners, LLC, a fee-only financial planning and portfolio management firm. Mr. Bové holds a Masters degree from the College for Financial Planning. Mr. Bové is a member of the CFA Institute and a NAPFA - Registered Financial Advisor.

NAPFA Start Date

July 10, 2003

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This Office

804 Charles Blvd Oldsmar, FL 34677-2765 Phone: (813) 891-9599