Steven Hiraga, CFP®, CPFA™

Steven Hiraga, CFP®, CPFA™

Head of Institutional Retirement @ Smith Bruer

About

As a fee-only financial advisor based in Tallahassee, Florida I act in a fiduciary role, meaning that I must always put my clients’ best interests first. As an Advisor at Smith Bruer my mission is to empower clients to make decisions about their finances and help them build wealth over time. My client relationships are based on trust, purpose, and clarity; factors that lead to meaningful conversations and insightful planning. I enjoy employing an analytical and pragmatic approach to serving my clients and putting them in the position to make an informed decision. Specifically, utilizing investment strategies to build lower volatility portfolios, cash flow, goal setting, 401(k) rollover planning, and comprehensive plan construction. Outside of the office, I am proud to serve as head golf coach for Special Olympics Tallahassee and enjoy traveling with my wife, golfing, and fishing. Smith Bruer Advisors, LLC is a registered investment advisor with the Securities and Exchange Commission.

Country

United States

City

Tallahassee

Industry

Financial Services

Skill

Financial Analysis, Investment Strategies, Portfolio Management, Asset Management, Investments, Research, Sales, Life Insurance, Annuity Sales, Finance, Equities, Blogger, PowerPoint, Microsoft Excel, Microsoft Word

Experience

Smith Bruer

Head of Institutional Retirement

Smith Bruer

LinkedIn
2016-1 - Present · 10 yrs 9 mos
Smith Bruer

Chief Compliance Officer and Financial Advisor

Smith Bruer

LinkedIn
2015-2 - Present · 11 yrs 8 mos

Tallahassee, FL

Fee-Only, Fiduciary Financial Advisors | Serving Individuals, Families, & Businesses | We Discover, We Plan, We Empower

Capital City Bank Group, Inc.

Financial Advisor

Capital City Bank Group, Inc.

LinkedIn
2013-3 - 2015-2 · 2 yrs
Capital City Bank Group, Inc.

Credit Analyst

Capital City Bank Group, Inc.

LinkedIn
2007-5 - 2013-2 · 5 yrs 10 mos

Education

Florida State University

Florida State University

LinkedIn

Psychology

1998 - 2005 · 7 yrs

Steven Hiraga, CFP®, CPFA™'s Contact Information

Email

******@***.com

Phone

(**) *** ****

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