Steven DeLucia

CFA, CFP®*

Director

  • Shareholder

Steve is a Director based in Pathstone’s Bellevue, WA office. He serves high-net-worth, multi-generational families by providing personalized financial advice for each unique situation. Steve is responsible for advising families on a variety of wealth management issues, including liquidity event transition, investment management, trust and estate planning, income taxes, and education for the next generation. In addition to his client advisory responsibilities, Steve is a voting member of Pathstone’s Listed Markets Committee, which plays a key role in the portfolio construction for all Pathstone clients.

Steve joined the firm after six years with UBS Financial Services in Pittsburgh, PA. He worked on a large team and was responsible for portfolio construction, mutual fund manager due diligence and selection, and performance reporting. Steve graduated with a BS degree from the University of Pittsburgh with a major in Finance and a minor in Economics. He is a Chartered Financial Analyst charter holder and a member of the CFA Society Seattle, as well as a Certified Financial Planner™ professional. He has also passed the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 exams.

In his free time, Steve enjoys spending time with his family and friends, golfing, skiing, and watching sports.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Group

Advisory Services

- Client Advisory

Certification

CFA

CFP®*

Office

Bellevue, Washington

Contact & Locations

Steve is a Director based in Pathstone’s Bellevue, WA office. He serves high-net-worth, multi-generational families by providing personalized financial advice for each unique situation. Steve is responsible for advising families on a variety of wealth management issues, including liquidity event transition, investment management, trust and estate planning, income taxes, and education for the next generation. In addition to his client advisory responsibilities, Steve is a voting member of Pathstone’s Listed Markets Committee, which plays a key role in the portfolio construction for all Pathstone clients.

Steve joined the firm after six years with UBS Financial Services in Pittsburgh, PA. He worked on a large team and was responsible for portfolio construction, mutual fund manager due diligence and selection, and performance reporting. Steve graduated with a BS degree from the University of Pittsburgh with a major in Finance and a minor in Economics. He is a Chartered Financial Analyst charter holder and a member of the CFA Society Seattle, as well as a Certified Financial Planner™ professional. He has also passed the Financial Industry Regulatory Authority (FINRA) Series 7 and 66 exams.

In his free time, Steve enjoys spending time with his family and friends, golfing, skiing, and watching sports.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Offices

Scottsdale, AZ

Contact & Locations

Los Angeles, CA

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Lakewood, CO

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Alexandria, VA

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Maryland

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Providence, RI

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Austin, TX

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Bellevue, WA

Contact & Locations

Seattle, WA

Contact & Locations