Founder, Portfolio Manager - FINRA 65 & 66 Licensed RIA
Stephen began his award-winning financial planning and wealth management career in 1998, developing and implementing long-term investment strategies for his high-net-worth clients at Fidelity Investments. He currently is the Chief Market Analyst for Auvoria Prime, Founding partner and portfolio manager at First Down Financial, Inc. and Founder of Riptide Financial, LLC, a fee only, FL registered investment advisor (RIA). Prior to the merger, Steve was the founder, head trader and portfolio manager of Benchmark Wealth Advisors, LLC. He also serves the needs of students interested in learning to trade the futures and forex markets via their sister company FXESTrader. He is a recognized trading expert in technical analysis, Auction Market Theory and has a large following in the financial media. Stephen also served as an RVP at Fisher Investments and was proud to work alongside famed investor and Forbes columnist Ken Fisher. Steve later founded Aumenti Capital Management, LLC, an equity based tactical hedge fund. Accolades he has earned along the way include multiple president circles, chairman’s club, and the coveted 2017 Investopedia Top 100 Advisors award. He graduated from Xavier University with a degree in Finance and holds the FINRA Series 65 & 66 licenses. Steve currently resides in Orlando, FL with his wife and two children.
Have a question? Send us a message, call 407 337-2145 or book an appoinment via the link.
1942 W CR 419 #1030
Oviedo, FL 32766
407 337-2145
steve@riptidefinancial.com
Financial Planning - Portfolio Managment - Tax Planning - Annuities - Life Insurance
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