Steven K. Daury, CFP®

Steven K. Daury, CFP®

Steve Daury has been working in the financial services industry for three decades, all here in the Pioneer Valley, so there is a pretty good chance that he knows, and possibly even worked with, the other financial professionals on your team, such as your lawyer or accountant. At RiseLine Wealth Planning we believe clients owe it to themselves to do business with people who have a history in the community and are also personally invested in its future.

Steve has been a Certified Financial Planner™ Professional since 1996. Prior to entering the professional world he earned a Bachelor of Science degree in Finance from Siena College. He completed the CFP® Professional Education program in 1994 and did post graduate work at Western New England College. He holds various professional licenses.

Steve has a long history of community involvement in the Pioneer Valley including holding volunteer positions on the Boards of The Friends of the Fine Arts Center at the University of Massachusetts, Hospice of the Fisher Home, Northampton Center for the Arts and Home City Housing.