From Dreams… To Goals… To Flexibility… To Confidence
Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning strategies, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals.
Steven Chmara
Managing Director - Investments
Email Address
Steven.Chmara@wellsfargoadvisors.comPhone Number
(310) 962-1337Steven began his investment industry career in 1995 and joined Wells Fargo Advisors in 2026. Steven’s approach to wealth management strategies is rooted in a disciplined evaluation process and seamless collaboration with you and your family. He believes consistent, transparent communication is the foundation of any successful long-term investment plan. Through Wells Fargo PIM Program, Steven is able to streamline trading in managing accounts for clients who choose discretionary advisory services.
Steven earned a B.S in Business Administration with a major in Marketing from The Ohio State University in 1986 and holds Series 7, 63, and 65 securities registrations, as well as life, health, and variable insurance licenses.
Steven, originally from Cleveland, OH; resided in Los Angeles for almost 40 years before relocating to South Florida in 2024 to be closer to his family.
Steven and his wife, Carrie have two adult children, Sloane and Jackson, and their dog, Lake. Steven is an avid music fan & drummer, enjoys live music, traveling drinking wine, eating chocolate, cycling, golfing, and being in the great outdoors.
Working with Us
We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your financial future into focus today. Contact us to get started on a personalized investment plan.