Steven Gasparini CFA®, CFP®
Steven Gasparini is a D360 Wealth Advisor, Senior Vice President, Wealth Management Services at Destination Wealth Management. As a dedicated advisor who holds their Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER® professional, Steven offers a deep understanding of investment strategies and personal finance.
Steven crafts detailed financial plans that optimize investment strategy, tax planning review, advanced estate planning review, insurance review, education planning, real estate planning, financing, debt management, and business planning. His goal is to help clients efficiently achieve and sustain their preferred financial independence parameters and, if desired, help build a legacy for future generations.
With his clients, he has navigated a wide array of complex scenarios throughout his career, and he emphasizes the simplification of the intricate topics commonly covered in his practice to help clients make clear, informed decisions. When it comes to working with clients, Steven believes detail is everything, regular communication is vital, and every family he works with should receive their own unique approach and cadence that works best for them.
Steven was born in Harrisburg, PA, but has lived and worked in the Carolinas, Washington, DC, and the Bay Area throughout his career and has worked with clients all over the country. He graduated from Duke University with a Bachelor of Science in Economics.
*For more information about the CERTIFIED FINANCIAL PLANNER® certification and Chartered Financial Analyst® designation, please refer to the disclosure page on our website at www.destinationwm.com/advisor-certification-disclosures.
