Steven Phillips, CPA

With over a decade of experience in the financial services industry, Steven Phillips stands out as a rare find: a Certified Public Accountant (CPA)* and Financial Advisor, with a genuine sense of humor. While he fully grasps the serious nature of financial planning, Steven is committed to infusing each client's financial strategy with both personality and personalization.

Driven by his passion for empowering individuals to attain financial confidence and secure lasting independence, Steven places his clients firmly in the driver's seat when it comes to achieving their most cherished goals. His career roots in internal auditing and financial control for prominent Home Builders have endowed him with a deep understanding of accounting policies that continue to shape the industry today.

As a seasoned CPA, Steven offers a wealth of expertise in estate and tax planning, internal and external auditing, and financial control. He is further distinguished by his comprehensive knowledge of personal and corporate income tax, making him an invaluable asset to Alliance Financial Group. Alongside his CPA certification, Steven holds FINRA Series 7 & 66 securities registrations, enhancing his prowess in guiding clients through diverse investment opportunities.

Originally from Washington, D.C., Steven relocated to Fort Myers to be closer to his retired parents, both accomplished CPAs themselves. His active involvement in the Rotary Club and the Million Dollar Round Table attests to his commitment to community engagement and professional excellence. Outside the realm of finance, Steven finds joy in boating, golfing, and cherished moments with his family and two sons.

When you partner with Steven Phillips, you gain not only an industry-leading financial professional but also a dedicated ally who is wholeheartedly invested in your financial success.

*Not practicing Accounting for Guardian. Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 14021 Metropolis Avenue, Fort Myers, FL 33912 (239) 561-2900. Securities products/services and advisory services offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. SmartWealth, LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, PAS and the representative do not provide tax and/or legal advice or services. PAS is a member FINRA, SIPC. *Not practicing CPA for Guardian or its subsidiaries or affiliates.