Steven Gasparini, CFA®, CFP®

Steven 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 a decade of experience in the financial services industry, Steven offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Steven worked at several national independent investment advisory firms, where he served as a portfolio manager, financial planner, trader and compliance officer.

Steven earned a Bachelor of Science degree in economics from Duke University. He’s also a Chartered Financial Analyst, as designated by the CFA Institute, and a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Steven enjoys the Sacramento Kings, reading, restaurants, volunteering, stand-up comedy and, above all, spending time with his dog, Jada.