Steven Dias

Background

About Steven Dias

We provide financial planning, investment management, insurance, tax and accounting services. We work with individuals, business owners and businesses who are serious about making smart decisions with their money, are passionate about achieving their financial goals, are committed to their own financial success and are looking for a financial quarterback to bring simplicity, clarity and structure to their financial affairs. Specialties: Successfully completed the FINRA sponsored Series 7, 63, and 65 examinations in The FINRA sponsored Series 24 in 2014. Life, Accident and Health insurance license since Certified Public Accountant since 1986. Securities and Advisory Services offered through Cantella & Co, Inc. Member FINRA / SIPC. Social media networks are independent organizations and are not affiliated with Cantella & Co, Inc in any way. Views expressed in these posts are the current opinion of the author, but not necessarily those of Cantella & Co, Inc. or your financial advisor. The author’s opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed. For hyperlinks to FINRA and SIPC, please refer to my website at LMAassociates.com. Please refer to my website at LMAassociates.com for a list of states in which I am registered to conduct business.