Broker Check

Professional Experience

Steve Dalfino

Director of Investment Research

Financial Advisor


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  • 22+ years of experience in Finance/Investment Industries, including securities trading, servicing, and advising clients. 

  • FINRA Registrations 7, 66, 24 

  • Florida Life, VA license 

  • B.S. Degree in Business from the University of South Florida

About Me

I’m a Tampa Bay native with an insatiable thirst for knowledge and a zeal for learning. I enjoy exploring a wide range of subjects, from economics and finance to science and history. Reading and studying have become my favorite pastimes, continuously fueling my desire to grow. As an avid reader and diligent student, I believe in the power of constant learning to drive personal and professional development. I'm thrilled to be part of this team, where I can bring my curiosity and expertise to contribute to innovation and excellence in our work. 

Are We a Good Fit?

I like to work with those who want help and need help in managing not just their current financial situation but also seeking to plan for the future and desire guidance in executing the necessary steps of their plan. I’m here to guide you through the challenging landscape of an increasingly complex global economy and as a resource when making important decisions regarding your financial future.  

Next Steps

If you feel we’re a good fit, I’d like to invite you to schedule a call or face-to-face meeting with me. I’d look forward to hearing from you!                                

Have a Question?

Thank you!