About Who We Are

Steven C. Wise

After obtaining a Master’s in Business Administration from the University of Miami, Steven began his career with Cambridge Technology Partners. There, Steven specialized in Systems Integration and Management Consulting; assisting Fortune 500 companies implement financial systems that resulted in measurable returns in efficiency.

Steven left Cambridge Technology Partners to start an environmentally friendly garment care company. As a shareholder and leader in that organization, Steven grew the company to one of the largest garment care companies in Central Florida, before divesting it in 2007.

After a brief time to reflect, Steven acted upon his desire to provide a range of financial services that were truly valuable to clients. He has been helping clients with their accounting, tax and financial matters ever since. Borne out of requests from clients to assist them with their personal financial goals, Steven started an Independent Registered Investment Advisory (RIA) firm, (OwenWise Financial LLC).

Steven is a Certified Public Accountant (CPA) and a current member of the American Institute of Certified Public Accountants (AICPA) and the Florida Institute of Certified Public Accountants (FICPA). Within the AICPA, Steven is a member of the Tax and the Personal Financial Planning Sections. He also holds the designation of Personal Financial Specialist (PFS), a designation granted only after demonstrating experience in personal financial planning services and meeting other accreditation requirements established by the AICPA. Steven also holds a Series 65 License, required for Investment Advisor Representatives (IAR).