Steve Blandino, CFP®
Partner
With nearly 30 years in the financial world, I bring a personal, down-to-earth approach to helping clients navigate their financial futures. Specializing in Asset Management and Financial Consulting, my focus is always on delivering smart, practical strategies tailored not just to portfolios—but to people’s lives.
As a CERTIFIED FINANCIAL PLANNER® professional, I’m committed to offering clear, thoughtful guidance. Whether it’s building confidence in a retirement plan, navigating Medicare and Social Security, or ensuring tax and estate strategies are in place, I look at the full picture. My goal is to create personalized, comprehensive plans that provide peace of mind—and give clients more time to enjoy life.
When I’m not diving into financial plans, you’ll likely find me out on the water or up in the mountains. I’m an avid skier—both on snow and water—and I love sailing, mountain biking and spending time on the boat with family and friends. Whether it’s carving through fresh powder or soaking up summer sun on the lake, I make the most of every season.
Above all, my mission is simple: to help people live their best lives by taking the stress out of managing money—so they can focus on what really matters.