Stephen Poll, NSSA® & IRMAACP™ Advisor · Bonita Springs, FL
Stephen Poll
CERTIFIED FINANCIAL PLANNER®, Clay Financial
Professional Profile
Meet Stephen Poll, a dedicated CERTIFIED FINANCIAL PLANNER® at Clay Financial in Florida, who has been empowering individuals and businesses to achieve their financial goals since 2018. With a finance degree from Ohio University and a deep commitment to excellence, Stephen combines his extensive knowledge with a genuine passion for helping families grow and protect their wealth.
Having earned the National Social Security Advisor program and the IRMAACP™ Medicare & IRMAA certification, Stephen Poll is equipped to guide clients through complex Social Security and Medicare decisions.
A native of Perrysburg, Ohio, and recently married to his wife Gabby, Stephen understands the importance of family and values the trust that clients place in him. His expertise extends to navigating the complexities of Social Security, making him a reliable advisor for those seeking to optimize their benefits and secure their financial futures. Choose Stephen Poll for a trustworthy partnership on your journey to financial success.
Disclosure
Securities offered through Osaic Wealth, Inc., Member FINRA/SIPC. Advisory services offered through Osaic Wealth, Inc. Clay Financial and Osaic Wealth, Inc. are separate entities.
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