Steven Schiff is a Managing Director at Fortuna Wealth, and a financial advisor with Raymond James. He serves as a dedicated advisor for individuals and families navigating the complexities of financial management. Steven’s core philosophy is that every successful financial journey begins with a well-designed, holistic plan. He works closely with clients to develop clear, actionable, and personalized strategies that bridge the gap between their current resources and their long-term life objectives.
Steven joins Fortuna Wealth after nearly 15 years at major Wall Street firms. Now in the independent space, he combines his extensive background in sophisticated, institutional-grade planning with the high-touch, one-on-one attention that the Fortuna Wealth brand is known for. Steven brings a relatable, forward-thinking perspective to clients at every stage, whether they are navigating their peak earning years or strategically preserving wealth for future generations.
As a veteran advisor and CERTIFIED FINANCIAL PLANNER® professional, Steven upholds the highest ethical standards and a comprehensive approach to wealth management. He earned his bachelor’s degree in finance from the University of Florida, where he was a member of Florida Blue Key, the state's oldest and most prestigious leadership honorary.
A resident of Boca Raton, Steven is deeply committed to the South Florida community. He currently serves on the Brotherhood of Temple Beth El of Boca Raton, previously served on the advisory board of the Boys & Girls Club of Palm Beach County, and remains actively involved with several civic and community organizations, including the Jewish Federation of South Palm Beach County and the Jewish National Fund.
Outside of the office, Steven stays active with his wife, Stephanie, and their two children, who are involved in youth sports. An avid runner who has completed several marathons & half marathons, Steven’s goal is to eventually qualify for the Boston Marathon. When he isn't on the sidelines of his kids' activities, he enjoys golf, tennis, and cheering on the Florida Gators.
Raymond James is not affiliated with and does not endorse the opinions or services of the organizations listed above.