Steven  Podnos

Steven Podnos

| CFP®, MBA, MD

Wealth Care LLC

Fee Only Financial Planner Located in Merritt Island, FL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

405 Sims Way
Merritt Island, FL 32952

Steven Podnos is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Steven Podnos MD, MBA, CFP™ is the principal of Wealth Care, LLC, which is a Registered Investment Advisor (SEC). Dr. Podnos was awarded his Bachelor of Science and his Medical Degree at the University of Florida.  His post-graduate training included a five year residency and fellowship at the University of Texas Southwestern Medical School (currently boarded in Internal Medicine, Pulmonary Medicine and Critical Care Medicine). Along with a twenty year private practice of Pulmonary Medicine,  Regis University awarded him a Masters in Business Administration (MBA) in 2003.  Dr Podnos is a CFP(TM) certificant and a member of NAPFA.    Dr. Podnos has overseen investment accounts for over two decades. Dr. Podnos is also a Lieutenant Colonel and Flight Surgeon in the US Air Force Reserve Medical Corps.

Organizations:
CERTIFIED FINANCIAL PLANNER™
NAPFA-Member
 
Family:  Wife-Mary, Three Children

Steven Podnos, MD, MBA, CFP®: Author of Building and Preserving Your Wealth