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VerifiedFinancial Services· Founded 2007

Stravolo Wealth Management

Stravolo Wealth Management is based in Spartanburg, South Carolina. The firm specializes in helping CPAs provide their clients with customized personal financial planning services. Stravolo Wealth Management was founded by Steve Stravolo, a CPA and Investment Adviser Representative, who realized CPAs are positioned perfectly to help their clients plan for the future. Furthermore, certain CPAs are driven by a sense of duty to protect their clients and help them truly gain a better understanding of their financial future. Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA (finra.org)/ SIPC (sipc.org). The financial professionals associated with Stravolo Wealth Management may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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HeadquartersSpartanburg, United StatesEmployees9(1 to 10)Annual revenue$1M to <$10MFounded year2007Websitestravolowealth.comLinkedIn profileLinkedIn

Verified contacts

7

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LinkedIn employees

9

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Stravolo Wealth Management

6 distinct titles indexed · top 6 shown.

  • 1certified financial planner
  • 1client service specialist
  • 1cna
  • 1intern
  • 1partner
  • 1registered representative

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