Steve Polizzi, CFP®
Wealth Manager, Partner
Steve serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 25 years of experience in the financial services industry, Steve has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Steve served as the Director of Wealth Planning/SVP for an independent, employee-owned investment management firm.
Steve earned a Bachelor of Business Administration degree with a major in finance from Pace University. He is also a CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional, as designated by the Certified Financial Planner Board of Standards.
Steve and his wife, Danielle, have three children: Austin, Emma and Kyle. In his spare time, Steve enjoys playing tennis, studying markets, reading, cooking and spending time with his family.
Articles by Steve Polizzi, CFP®
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