Steve Deredita
Financial Advisor at RBC Wealth Management
- Role
- Financial Advisor at RBC Wealth Management
- Location
- Syracuse, NY, US
- LinkedIn followers
- 500 followers
About Steve Deredita
Steve is a CFP® practitioner who is passionate about helping people uncover their potential by developing personalized, goals-based plans to help prepare them for retirement. Our teams process starts with creating a shared understanding of your goals and how you derive fulfillment in your life. Collaboratively, we gain insight on your individual values and emotions around money. This lays the framework for developing a wealth plan to guide behavior and introduce solutions to help achieve your goals.Steve started his career in the financial services industry in 2011 because he wanted to make an impact on the lives of individuals—helping to provide them with confidence in their financial situations. Prior to joining RBC Wealth Management in 2022, Steve was a regional vice president at Equitable, serving the governmental and nonprofit retirement plan market. He earned his Bachelor of Science degree in business administration and marketing from SUNY Fredonia. In addition, Steve passed the FINRA Series 6, 7, 63 and 66 exams and is licensed to assist clients in addressing their insurance needs.Steve lives in Baldwinsville, New York, with his wife, Kalie, twin daughters and mini golden doodle. On the weekends you can find Steve cooking, laughing and spending time with his friends and family. He loves being outside, working on his golf handicap and holds onto to his childhood through participation in a men\'s wooden bat baseball league.Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Experience
Financial Advisor
Jan 2024 — Present · Syracuse, NY, US
Education
State University of New York College at Fredonia
Bachelor of Science
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