Steven Podnos

Steven Podnos

CFP®, CRPS, MBA, MD
  • About Steven
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Advisor Details

Contact Advisor
Company
Principal at Wealth Care LLC
Address
405 Sims Way
Merritt Island FL, 32952
Phone
(321) 543-1099

About Steven

Wealth Care LLC is a highly personalized fee only financial planning practice.

Steven Podnos M.D., C.F.P. is a Merritt Island, FL Fee-Only Financial Planner serving clients nationally. Wealth Care LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Steven Podnos is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

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Education

  • MD, Medicine, University of Florida
  • MBA, Business Administration, Regis University
  • CFP curriculum, Financial Planning, College for Financial Planning

Certifications

Registrations
Designations
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Typical Clients & Fee Structure

Typical Clients

Business Owners
People near retirement
Young professionals

Fee Structure

Fee-only
Paid exclusively in fixed, flat, hourly, percentage or performance-based fees; does not receive commissions.

Disclaimer

none