steven.smetana@symphony-financial.com

Steve has more than 15 years of experience in the financial services industry, with a focus on helping individuals and small business owners pursue their financial goals and objectives. He specializes in retirement planning, assisting clients with strategies related to retirement income, preservation, long-term care, and legacy planning.

Steve attended Cleveland State University, where he studied marketing and economics. He earned the Chartered Retirement Planning Counselor℠ (CRPC®) designation in 2015. He joined Symphony Financial in 2016.

He resides in Copley, Ohio, with his wife, Dianne, and is active in the local community and Rotary Club. In his free time, Steve enjoys golf, travel, and spending time with his two adult children and two grandchildren.

Steve is passionate about helping clients achieve financial confidence both now and in retirement. He takes a comprehensive approach to each client’s financial picture—including cash reserves, debt management, investments, preservation, and taxes—asking thoughtful questions and listening carefully to their responses. His goal is to ensure clients feel confident that the advice they receive is aligned with their unique goals and aspirations.

*CRPC conferred by the College for Financial Planning