Broker Check

Meet Steve

<strong>Steve Stravolo, CPA, PFS</strong>

Steve Stravolo, CPA, PFS



Steve Stravolo grew up in Spartanburg, SC, where he graduated from Wofford College in 1990 with a major in accounting. Then, he attended the University of South Carolina in Columbia, SC and graduated with a Master of Accountancy. While working for the international accounting firm, Ernst & Young, Steve became a CPA in 1993.  In 1994, he and his wife Kim (also a CPA) founded the CPA firm Stravolo & Company, P.A. in Spartanburg, SC.  They owned and operated their CPA firm for 16 years.

In 2002, Steve founded Stravolo Wealth Management to provide the clients of his CPA firm access to comprehensive planning for retirement and direction with their investment accounts.  In 2010, Steve sold the CPA firm so that he could focus 100% of his time on his wealth management clients.  Steve’s responsibilities include overseeing the investment function of the firm along with providing clients with a plan for retirement.  He meets with clients periodically to update their plan, discuss their goals and expectations and review performance of their investments. 

In March 2013, Steve obtained his Personal Financial Specialist (“PFS”) designation. The PFS program allows CPAs to gain and demonstrate competence and confidence in providing estate, tax, retirement, risk management and/or investment planning advice to individuals, families and business owners through experience, education, examination, and a resulting credential. It is the only comprehensive financial planning credential that is exclusive to CPAs. 

Steve and Kim have two sons and two daughters and remain active throughout their community.

Steve is a member of the American Institute of Certified Public Accountants ("AICPA"), the AICPA Personal Financial Planning Division, Estate Planning Council of Spartanburg, and Leadership Spartanburg Alumni Association.  He is a Past Chair of the board directors of Partners for Active Living (board member since 2012; chair from 2016 – 2018) and currently on PAL's Advisory Committee. 

Steve enjoys weight-lifting at a local gym and riding his road bike and mountain bike. He relaxes with his family by taking several trips a year to the beautiful South Carolina coast and to the mountains in North Carolina.