Steve Rusnak, CIMA®, CFS®

Steve Rusnak, CIMA®, CFS®

Investment Management Analyst and CFO

Steve is a Certified Investment Management Analyst and CFO of Strategic Retirement Group. He obtained his bachelor's degree magna cum laude in economics and political science from Florida State University in 1999. In 2001, Steve graduated from Florida State University once again with a master's degree in applied economics summa cum laude.

After working for the school board of Martin County for more than three years as its capital budget analyst, Steve joined SRG in September 2005. Steve holds his FINRA Series 7 and 66 securities registrations and is an Investment Advisor Representative of Commonwealth Financial Network®, Member FINRA/SIPC. In 2006, Steve earned his CIMA® designation through IMCA* and the Wharton School of the University of Pennsylvania. In 2017, Steve added a Certified Fund Specialist (CFS®) designation through the Institute of Business and Finance.

Steve's primary responsibilities as the investment analyst at SRG include investment research and analysis, portfolio design, management, and asset allocation and evaluation. As CFO, Steve manages all aspects of SRG’s day-to-day finances.

When not in the office, Steve enjoys and supports all aspects of Florida State University athletics. He also plays racquetball whenever he can.

*Investment Management Consultants Association was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings. IMCA is now known as the Investments & Wealth Institute.