Our Team
Our Team
Credentials & Recognition
Credentials & Recognition
- Certified Financial Planner (CFP®): Rigorous credential demonstrating expertise in financial planning and client-focused advice.
- Chartered Retirement Planning Counselor (CRPC®): Specialist designation in retirement planning strategies.
- 18+ Years of Financial Planning Experience: Seasoned advisor helping clients with tailored strategies.
- Registered Investment Advisor Representative & Securities Licenses (S63, S66): qualified to advise and manage investments.
- Multi-Year Five Star Wealth Manager: Recognized by Gulfshore Life for exceptional client service.
Why Clients Choose Amy
Why Clients Choose Amy
Clear Communication
Personalized Strategies
Partnership Mindset
Start the conversation
Start the conversation
No matter where you are on your financial journey, our team is here to help. Reach out today to schedule a consultation with one of our experienced advisors. We’d love to get to know you, understand your goals, and share how our team can help you achieve financial peace of mind.
Take the First Step
Financial literacy includes understanding how taxes fit into your plan 🧾
Taxes can impact many areas of your financial life—from income to investments to retirement withdrawals. That’s why they’re often most effective when considered as part of a broader strategy, not just at filing time 📅.
If you’d like to learn more about how tax planning connects to your overall plan, we’re here to help 🤝. Call 1-888-677-9910 or visit novawealthmanagement.com/tax-planning/.
#FinancialLiteracyMonth #TaxPlanning #FinancialEducation #ThoughtfulPlanning #NovaWealthManagement
Apr 15
Have you met Stephanie?
Stephanie Gomez is a financial advisor with a unique blend of entrepreneurial leadership and deep financial expertise. With a background in commercial banking and over a decade of experience advising businesses and individuals, she brings a practical, real-world approach to financial planning.
Stephanie began her career in banking, specializing in commercial lending, underwriting, and relationship management, where she worked with business clients generating up to $50 million in annual revenue. Her experience in analyzing financial structures and guiding clients through complex financial decisions laid the foundation for her advisory approach today.
As the Co-Founder and CEO of Stabilized Steps, a Medicare-accredited healthcare company, Stephanie built and scaled a business from the ground up—overseeing financial strategy, operations, compliance, and long-term growth. This hands-on experience gives her a distinct advantage in helping clients navigate real-life financial decisions, from business ownership to retirement planning.
Stephanie holds a Bachelor of Science in Finance and Economics from Florida Gulf Coast University and is passionate about helping families and business owners build confident, purpose-driven financial strategies. She is known for her relational approach, clear communication, and commitment to long-term client success.
Outside of work, Stephanie enjoys spending time with her husband, Daniel, and their two sons, Gianluca and Emmanuel, exploring nature, playing the piano, and serving on the worship team at her church.
Apr 14
Financial literacy starts with understanding your cash flow 💰
Knowing where your money is coming from—and where it’s going—can help provide clarity and direction when making financial decisions.
This is often one of the first steps in building a plan that aligns with your goals 🎯.
If you’d like to explore how cash flow fits into your overall financial picture, our team is here to help 🤝. Call 1-888-677-9910 or visit novawealthmanagement.com/financial-planning/.
#FinancialLiteracyMonth #MoneyManagement #CashFlow #FinancialPlanning #NovaWealthManagement
Apr 8
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