Steven L. Rowe,  CFP<sup>&reg;</sup> - Financial Advisor

Steven L. Rowe, CFP®

Managing Principal

Wells Fargo Advisors - FiNet

2300 E Las Olas Blvd, Ste 400
Ft Lauderdale, FL 33301
(877) 311-5836
(954) 651-9393

General

Steven Rowe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Advisors - FiNet in Ft Lauderdale, FL and the surrounding communities.

Financial Advisor Experience


As a South Florida native, Steven has helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs for nearly two and a half decades. With extensive experience throughout  major shifts in the markets, Steven has dedicated his career to delivering the personalized investment planning services his clients deserve.

Steven began his career as a Financial Advisor with Smith Barney in Hallandale, where he developed his fundamental investment knowledge. He joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1996 and opened his own Wells Fargo Advisors-Financial Network practice in 2010 as Managing Principal to continue providing personalized financial advice for individuals, families and corporate clients.

In 2008, Steven earned the Certified Financial Planner certification by completing an approved education program, passing rigorous examinations and meeting stringent experience requirements.

Steven has an interesting educational background having studied abroad in five different countries: Israel, Colombia, Spain, The Netherlands and France. His friends and family thought he was a travel major until he earned a B.S. in Finance from the University of Florida and an International Business Certificate from the Netherlands School of Business. Steven is trilingual in Spanish, French and English.

Away from the office, Steven is a long-term volunteer for Junior Achievement of South Florida having taught economics in five different high schools in Broward County over a period of more than thirteen years. He is a father of a teenage daughter,Emily, and lives with his fiancée,Karen. They love to travel abroad (France is their favorite) and like to stay active. Steven is a life-long tennis player and more recently, an avid golfer. They also enjoy snowboarding, horse-back riding and surfing as a family traveling to Utah, Colorado and Costa Rica to pursue those interest.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Special Needs

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