Stephen G. Gooditis, CFP®, is a Certified Financial Planner™ professional and Investment Advisor Representative with more than three decades of experience helping individuals, families, and business owners pursue their financial goals. Since entering the financial planning profession in 1988, Steve has built his practice on the principles of integrity, objectivity, and personalized advice. He earned his degree in Economics and Finance from Fairleigh Dickinson University.
Steve's practice focuses on retirement planning, estate planning, and elder care planning, helping clients navigate life's most important financial transitions with confidence. He works closely with individuals and families to develop personalized strategies for retirement income, investment management, tax-efficient wealth preservation, estate and legacy planning, and preparing for the financial and personal challenges that can accompany aging. His collaborative approach emphasizes building long-term relationships while coordinating with clients' attorneys, accountants, and other trusted professionals to deliver comprehensive financial guidance.
Steve has been married to his high school sweetheart, Dana, since 1988. Together they have built a close-knit family that includes their daughter, Lindsay, Senior Director of Partnerships for a literacy company, her husband, Hunter, and their two children, Riley and Jackson. They also have a son, Stephen, a Project Manager, his wife, Lauren, and their five dogs.
Away from the office, Steve enjoys hiking, fishing, and hunting with his son. The Gooditis family shares a passion for travel and makes it a tradition to explore a different part of the country each year. When it's time to unwind, Steve's favorite destination is the family's cabin in the Lake Placid region of New York's Adirondack Mountains, where he enjoys the outdoors and spending time with family and friends.
Fairleigh Dickinson University
Bachelor of Science in Economics and Finance