“You only live once, but if you do it right, once is enough —Unknown

Steven Berman has spent the last 25 years as a financial advisor, and he truly loves what he does. His approach is simple: listen to clients, understand their goals, and help them make smart financial decisions. As a CFP®, Steven’s focus is on providing practical, real-world advice that puts his clients’ needs first.

Outside of work, Steven has been happily married to his wife, Sygi, for 34 years. They’re now empty nesters, with two daughters—Sami, a Physician Assistant, and Hannah, a credit analyst. Steven is all about adventure; whether it’s firewalking, scuba diving with sharks, or jumping out of an airplane, he’s always up for trying something new. When he’s not chasing adrenaline, he’s running or attending multiple concerts a year.

Travel is another passion for Steven, and to him, it’s not just about vacation—it’s about adventure. Costa Rica is one of his favorite spots, where he finds plenty to explore. He loves experiencing new sights, architecture, food, and cultures. Steven’s positive attitude and love for new experiences make him just as committed to enjoying life outside of work as he is to helping his clients reach their financial goals.

California Insurance License: 0H90993. Resident State: FL.