Steven Podnos

CFP®, MD
Personal Finance, Retirement, Investing
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“Steven Podnos, CEO of Wealth Care LLC, works with his clients on a long-term basis as partners in achieving the things that are most important to them in life.”
Firm:

Wealth Care LLC

Job Title:

CEO

Biography:

Steven Podnos is the principal of Wealth Care, LLC, a firm with a goal to help clients achieve their goals and dreams through highly personalized, full-service financial planning and investment management. After obtaining his MD from the University of Florida, Steven went on to complete a residency and fellowship in pulmonary/critical care medicine at the University of Texas Southwestern Medical School.

After completing his medical training, Steven practiced pulmonary and critical care medicine in Central Florida. During this time, he always had a strong interest in personal finance and managed money for family and friends. After many years, Steven decided to make his passion his career.

Steven went on to earn an MBA and a CFP®, and soon after opened Wealth Care LLC in 2002. Wealth Care LLC is a fee-only Registered Investment Advisor that now advises 120 families nationwide. Steven is a Lieutenant Colonel and Flight Surgeon in the US Air Force Reserve. He was also named as an official CFP Board ambassador in 2014. Steven wrote and published the book “Building and Preserving Your Wealth,” which is available on Amazon.com.

Education:

BS, Biomedical Sciences, University of Florida
MD, University of Florida

Assets Under Management:

$250 million

Fee Structure:

Fee Only

CRD Number:

4642467

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