Steven C. Antunes

CFP®

401-331-1575 (main) | 401-752-0592 (direct)
santunes@skwealth.com
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Steve provides personal financial plans for new and existing high net worth clients. He advises individuals on the latest in tax and estate planning strategies; retirement, insurance, charitable, and college planning, as well as other key financial short-term and long-term goals.

Steve helps clients develop investment strategies, emphasizing proper asset allocations, and establishes balanced, well-diversified portfolios that are tailored to individual’s risk capacity and risk tolerance. Steve is a member of the SKWealth Investment Management Committee.

Education
Rhode Island College, Master of Professional Accountancy – Personal Financial Planning, magna cum laude
Rhode Island College, Certificate in Graduate Studies – Financial Planning, magna cum laude
University of Massachusetts Dartmouth, Bachelor of Science degree in Accounting, cum laude

Credentials
CFP®-CERTIFIED FINANCIAL PLANNER™

Current Professional Affiliations and Charitable and Civic Involvement
Financial Planning Association; member
Rhode Island Financial Planning Association, member