Broker Check

Steve Stravolo

Meet Steve

<strong>Steve Stravolo&#160;</strong>

Steve Stravolo 

Founder

E-mail: steve@stravolo.com

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. Steve became a CPA in 1993 while working for the international accounting firm, Ernst & Young.  In 1994, Steve 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, providing tax planning and preparation services to individuals and businesses along with accounting and business advisory services.

In 2002, Steve founded Stravolo Wealth Management to provide the clients of their CPA firm access to comprehensive financial planning and investment management.  In 2010, Steve and Kim sold their CPA firm so that Steve could focus 100% of his time on his wealth management clients.  As CEO of the firm, his responsibilities include overseeing the investment function of the firm along with the financial planning function. 

On 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. 

As a CPA and a financial advisor, Steve has a fiduciary duty to act in his client’s best interests.

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 of directors of Partners for Active Living. 

Steve enjoys weightlifting 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.