Steve Wilson, CFA, CPA, RICP

Steve Wilson, CFA, CPA, RICP, is a co-founding partner of the Wilson Team and joined Strategies for Wealth in 2009 after more than 15 years of experience as a CPA and portfolio manager. His background brings significant depth to the financial planning process, allowing him to help clients make thoughtful, well-coordinated decisions across investments, taxes, and long-term strategy. Steve’s philosophy is straightforward: financial planning should help money work for you and your family—not just today, but for generations. His approach blends technical expertise with a personal, attentive style that ensures each client’s priorities are clearly understood.

Beyond his work on the Wilson Team, Steve is a non-directed living kidney donor and a passionate advocate for living organ donation. He serves on the Board of Directors for Kidney Donor Athletes, a 501(c)(3) organization focused on education and awareness, and mentors potential donors through the National Kidney Donation Organization. In March 2022, Steve and a group of 21 fellow living kidney donors climbed Mt. Kilimanjaro—believed to be the largest group of donors ever to summit the mountain—a trek that was featured on Good Morning America. An accomplished endurance athlete, Steve is a five-time Ironman triathlon finisher and most recently competed in the Ironman World Championships in Hawaii alongside his two sons.

Steve earned his undergraduate degree from Fordham University and later completed an MBA in Accounting and a Master’s in Taxation, also from Fordham. He lives in Katonah, New York, with his wife and three children.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian.   Not practicing CPA for Guardian or its subsidiaries or affiliates.  CA Insurance License Number - 0K71235.