Stephen Vettorel began his award-winning financial planning and wealth management career in 1998, developing and implementing long-term investment strategies for his high-net-worth clients at Fidelity Investments. He currently is the Chief Market Analyst for Auvoria Prime, co-founder and portfolio manager at First Down Financial, Inc a fee only FL registered investment advisor (RIA). Prior to the merger, Steve was the co-founder, head trader and portfolio manager of Benchmark Wealth Advisors, LLC. He also serves the needs of students interested in learning to trade the futures and forex markets via their sister company FXESTrader. He is a recognized trading expert in technical analysis, Auction Market Theory and has a large following in the financial media for his blogs and weekly podcast.
Stephen also served as an RVP at Fisher Investments was proud to work alongside famed investor and Forbes columnist Ken Fisher. Steve later founded of Aumenti Capital Management, LLC, an equity based tactical hedge fund. Accolades he has earned along the way include multiple president circle, chairman’s club, and the coveted 2017 Investopedia Top 100 Advisors award. He graduated from Xavier University with a degree in Finance and holds the FINRA Series 65 & 66 licenses.
Steve currently resides in Orlando, FL with his wife and two children.
LICENSES & ACCREDITATIONS
- Certified Financial Fiduciary
- Registered Investment Advisor (RIA)
- FINRA Series 65 & 66 Licensed
- Receiver of the 2017 Investopedia 100 Most Influential Advisors Award.
AREAS OF EXPERTISE
- Retirement Planning
- Asset Management
- Risk Mitigation