Steve Wormeli,
CFP®, CIMA®, CPWA®, CPM®
Wealth Advisor, Portfolio Manager
Registered Principal, RJFS
Steve has more than 25 years of experience helping families and individuals achieve and maintain their personal financial independence. As a Wealth Advisor, he develops personalized investment and financial planning strategies based on the unique goals and objectives of each client.
Steve earned a bachelor's degree in business administration with a concentration in finance from Seattle University and is a graduate of the College for Financial Planning's Certified Financial Planner™ program. In addition, he has completed advanced coursework in the fields of investing and finance, including the Certified Investment Management Analyst® program through the Wharton School of Business, the Certified Private Wealth Advisor program through the Yale School of Management, and the Certified Portfolio Manager certification through NYU Stern.
In 2024, Steve was named one of Forbes Best-In-State Wealth Advisors and has consecutively qualified for the Raymond James Leaders Council since 2013. He is a member of the Investments & Wealth Institute, the Academy of Certified Portfolio Managers, and the Financial Services Institute. In addition, he holds the Series 4, 7, 24, 31, 51 and 63 securities licenses as well as Washington State life and long-term care insurance licenses.
Prior to establishing his independent office with Raymond James in 1997, Steve was a financial advisor in the Kirkland, Washington office of A.G. Edwards. While working his way through college, he served as a registered assistant in the Bellevue offices of Bateman Eichler, Hill Richards, and Paine Webber.
In his free time, Steve enjoys reading, hiking, relaxing at home with his family and two dogs, and traveling to interesting places.
Leader’s Council membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
The Forbes Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
