WEALTH CARE

Steven went on to earn an MBA and a CFP®, and soon after opened Wealth Care LLC in 2002. Wealth Care LLC is a fee-only Registered Investment Advisor that now advises over 200 families nationwide. Steven left the Air Force Reserve in late 2023 (after 15 years of service) as a Colonel, Flight Surgeon and Critical Care Air Transport Team physician. He was also named as an official CFP Board ambassador in 2014. Steven wrote and published the book "Building and Preserving Your Wealth," which is available for purchase on Amazon... Rachel Podnos obtained both her bachelor's degree and law degree from the University of Florida, where she was a Gator cheerleader. Following law school, she obtained her CFP® designation while working for a fee-only investment management firm in the Washington, DC area. Rachel is a member of the Florida Bar and the DC Bar. Rachel joined Wealth Care LLC in 2014 as a financial planner and is based in Austin, Texas. Rachel is the author of 21st Century Wealth: The..

Also known as: Wealth Care, LLC

Primary location: Cocoa Beach United States