Boca Raton Financial Planners
  • Stephen Giauque

    Stephen Giauque, CFP®

    Financial Advisor

    President, Triple Crown Wealth Management Group

Stephen Giauque heads the Triple Crown Wealth Management Group of Raymond James & Associates.  Steve is a CERTIFIED FINANCIAL PLANNER™ professional, an Associate Vice President of Investments at Raymond James & Associates and a Retirement Plan Consultant.  He specializes in portfolio management, retirement and estate planning.  Steve has more than 24 years of investment planning experience.  He works with clients to establish reasonable goals and expectations and to monitor and adjust plans to both the market’s and client’s ever changing circumstances.  Steve believes that investors often fail when they stray too far from sound investing principles or get caught up in the latest investing fad.   Steve graduated with Honors from the University of Florida with a Bachelor of Science degree in Finance.  He is an avid cyclist and sports enthusiast as well as being a Thoroughbred horse racing fan, owner and breeder.

Steve can assist you in the areas of:

  • Portfolio management (stocks and bonds),
  • estate planning,
  • retirement planning,
  • college planning,
  • tax planning, and
  • life insurance and annuities. 

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.