Dave Stieh, CFP®


IMG_9326Dave has over a decade of experience in the financial services industry. This along with his experience with Individual and Corporate tax preparation enables Dave to bring a higher level of financial planning skills to his clients. Dave believes in a holistic approach to financial planning and delights in helping his clients achieve their goals, dreams and objectives.

Dave holds the CFP (Certified Financial Planner) designation and a Series 65 License, Investment Advisor Representative.

Dave graduated from the University of Central Florida in 1998 with a Bachelor of Finance Degree. Dave works hard in the community as a member of Dunedin North Rotary and serves on the Rotary Foundation Committee. Dave is also a Paul Harris Fellow.

Dave and his wife, Melissa, have been married since 1998 and have two beautiful children named Ashley and Brenden. Dave has been in the Tampa Bay area since 1987 and enjoys fishing, scuba diving, fitness activities, travel with his family and all sports.