LEARN MORE ABOUT Stephen Palko
Head of Program Office
Stephen's Bio
Steve’s interest in the financial industry began in high school during his time as a member of Future Business Leaders of America (FBLA), when he realized the field was dynamic and deeply rooted in math. Today, he uses that same interest in math and systems to help the team and clients communicate clearly and execute retirement plans effectively.
Before joining the team at Strategic Wealth Designers, Steve built a wide-ranging career in the financial services industry, holding a total of 21 different roles at different firms across the country. He graduated from Louisiana State University with a bachelor’s degree in finance.
Steve lives in San Clemente, California, with his wife, Julie. Outside of work, he enjoys traveling and exploring new places.
