Broker Check
Stephen Mincone, CFP®Financial Advisor

Stephen Mincone, CFP®

Financial Advisor

Woodbury, NY; Charlotte, NC; Corporate Headquarters - Port Jefferson

As a CERTIFIED FINANCIAL PLANNER™ professional, Stephen is bound to a fiduciary standard with all of his clients. This sets him apart from many other advisors who are not required to act in such capacity.
With over a decade of financial advisory experience, Stephen Mincone employs a tailored approach to empower clients in shaping their financial futures. His personalized financial plans encompass investments, retirement strategies, tax optimization, estate planning, and insurance/risk management.
Drawing from his background as a former NCAA Golfer, Stephen brings a unique perspective to the table, blending strategic thinking and discipline akin to the precision demanded in golf, particularly when navigating risk-reward scenarios.
Beyond his financial career, Stephen is an active member of his local church, reflecting his deep commitment to his faith. He continues to pursue his passion for competitive golf and enjoys other pursuits like fishing, culinary arts, and exploring new destinations with his wife, especially when visiting family in both Charlotte, NC, and Tampa, Florida.
Stephen Mincone is your trusted Financial Advisor, blending personalized financial solutions with precision to guide you towards financial security and prosperity.