Stephanie Gomez

About Stephanie Gomez

I am a wealth advisor with a unique blend of experience in commercial banking, entrepreneurship, and business consulting, allowing me to bring a practical, real-world perspective to financial planning. As part of a fiduciary firm, I am committed to providing advice that is always aligned with my clients’ best interests, with a focus on transparency, trust, and long-term relationships. My career began in banking, where I specialized in commercial lending and worked closely with business owners, helping them navigate complex financial decisions, manage growth, and structure their finances for long-term success. I later founded Stabilized Steps, a Medicare-accredited healthcare company, where I continue to serve in a strategic leadership capacity, supporting the company’s vision and long-term direction while transitioning out of day-to-day operations. Today, I work with retirees, families, and business owners to help them create clear, confident financial strategies aligned with their goals and values. I am especially passionate about helping clients transition into and navigate retirement, not just to maintain their lifestyle, but to truly thrive with clarity, confidence, and peace of mind. My approach is relational, educational, and grounded in helping clients make informed decisions through every stage of life. I am passionate about making a meaningful impact in the lives others I get to serve, helping reduce stress, and increasing their confidence. Outside of work, I enjoy spending time with my husband and my two sons, exploring nature, playing the piano, and serving on the worship team at my church.

Experience

1. Wealth Advisor

   Nova Wealth Management

   Feb 2026 — Present · Bonita Springs, FL, US

   Provide personalized financial planning and wealth management guidance to retirees, families, and business owners, delivering fiduciary, client-first advice focused on long-term success.Work closely with clients to develop tailored strategies addressing retirement income, investment planning, risk management, and overall financial well-being. Place a strong emphasis on helping clients transition into and thrive in retirement with confidence and clarity.Take a comprehensive approach by bringing together all the key pieces of a client’s financial life, including savings, pensions, real estate, IRAs and 401(k)s, wealth management, estate and legacy planning, income planning, healthcare considerations (Medicare and Medicaid), Social Security strategies, insurance solutions such as annuities and life insurance, and tax planning, to create a cohesive and well-coordinated strategy.Leverage a background in commercial banking and entrepreneurship to bring a practical, real-world perspective to financial decision-making, particularly for business owners and professionals with complex financial needs.

Education

• Florida Gulf Coast University

  Bachelor of Science (B.S.), Economics and Finance

  2007 — 2012