St Golia Planning, LLC

St Golia Planning, LLC (CRD# 153933) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at St Golia Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
Stephen T. Golia
CRD#: 5790903
Longboat Key, FL

Stephen Golia (CRD# 5790903) is an Investment Advisor Representative working at St Golia Planning, LLC in Longboat Key, FL and has over 8 years of experience in the finance industry. Stephen Golia has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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