Steven H. Van Wie,  CFP<sup>&reg;</sup> - Financial Advisor

Steven H. Van Wie, CFP®

MBA

Consultant

Van Wie Financial

1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
FINANCIAL ADVISOR'S WEBSITE
(904) 685-1505 CONNECT WITH Steven
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General

Steven Van Wie is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Van Wie Financial in Jacksonville Beach, FL and the surrounding communities.

Financial Advisor Overview

Family firm, fee-only, CFP® since 2001, specializing in Asset Allocation, Retirement Planning, and Comprehensive Personal Financial Planning, including small business Retirement Plans.

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Financial Advisor Experience

Many years of private sector experience, including owning and operating manufacturing firms, management consulting, and computer programming. Over 15 years as a fee-only CFP in private practice. Radio show host.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MFS

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources