Currently in his role as a Director at Water Oak Advisors, Steve Curley serves as a Senior Advisor and helps provide broad based leadership to the firm. His specialties include planning for high net worth individuals and families, as well as consulting for large foundations across the country. Prior to joining Water Oak, Mr. Curley was a Portfolio Manager with CNLBancshares, delivering custom financial solutions for high net worth individuals and business owners. Frequently quoted in the media, Mr. Curley is passionate about educating the public on investments and planning, as well as promoting the benefits of working with a Fee-Only Advisor.
His educational background consists of a MBA from University of Central Florida and a B.A. in Finance from University of North Florida. Mr. Curley holds the Series 65 license, is a CERTIFIED FINANCIAL PLANNER™ professional (or CFP® professional) and is a NAPFA-Registered Financial Advisor.