I am Steve Misdea, a Financial Advisor at Profectus Financial Partners (PFP). My ongoing commitment and focus is to educate and grow as well as a tireless desire to serve in the financial services industry. A first-generation American Italian, my parents came to America from Italy when I was a young boy.
At age five, because my parents did not speak the English language, I taught himself. I was successfully running my parents' financial services business ever since, transforming their dream into the reality of what the company is today — an extremely well-known and respected family-run local business.
Today, I work with hospitals around the country, presenting to hundreds of physicians and sharing my specialized knowledge of the financial industry. Over the years, I have developed a deep understanding of my clients' individual and business needs and continue to offer solutions that are custom fit for each client. I work with all types of specialties, from medical practice owners to program directors to Chief Executive Officers of hospitals.
I also work with families that are not medical professionals. I take advantage of the planning resources and experience throughout the Profectus Financial Planning team when working with business owners and other retirement planning clients. In 2018, I aligned with PFP to enhance the wealth management and financial planning offering to my health care clients. I have a strong knowledge of working with medical professionals and in disability income planning. In 2019, I earned the prestigious CLTC® designation, enabling me to help clients with specialized long term care planning.
In my spare time, I enjoy spending time with my wife Taylor, three young boys, Tristan, Theodore, Harold and daughter Harbor. I am actively involved in my community and serve as a chair member in the Hull Chamber of Commerce and coach youth soccer in the spring and fall months.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian, AR insurance license #10299517, CA insurance license #0I13934.