BA, CFP, CIM, CHS, EPC, CPCA, FCSI
As the founder of Tate Financial, Steve’s passion and expertise revolve around retirement income planning and estate planning. He develops, delivers and implements financial programs with an emphasis on investment analysis, sustainable income planning, and inter-generational wealth management. Steve has a strong background in investment management and uses these skills to optimize investment portfolios and financial plans for his clients. As an independent Certified Financial Planner with a special interest in retirees and soon-to-be retirees, he works for his clients so that they can relax and live the life that they envision.