Steven Fazo, CFA

With over 35 years of experience in the financial services industry, Steve serves as the Chief Investment Officer of Ciampi Financial Services, Inc. In this role, he is responsible for researching, designing, and implementing investment management and retirement strategies tailored to our clients’ needs. Steve takes immense pride in fostering strong client relationships built on trust, expertise, integrity, and an unwavering commitment to acting in their best interests.

Steve holds a Master of Public and Private Management from Yale University and a Bachelor of Arts in Economics from Fairfield University. He is a Chartered Financial Analyst (CFA) and a member of the Hartford CFA Society. Additionally, he maintains Series 7 and Series 66 securities registrations. Throughout his career, Steve has gained extensive experience in investment research and portfolio management, having held positions at Goldman Sachs, United Technologies, State Street Research, and Hartford Steam Boiler.

In his free time, Steve enjoys reading, drawing, and playing guitar.

Steven Fazo is a Registered Representative of Cetera Advisor Networks LLC, member FINRA/SIPC.