Broker Check
Steve Parisi

Steve Parisi

Financial Professional

(813) 766-0872
steven.e.parisi@westshorefinancial.com

Client Centered

I was born in Jackson, Mississippi, but raised in Tampa, Florida. I earned my bachelor's degree from the University of South Florida and jumped into the work force after. I am married to my lovely wife, Carissa, and we have three beautiful children. I am a devoted follower of Christ and I love to play golf in my free time.

From my first job as a General Manager of Jamba Juice I have been passionate about serving others (customers and employees). Throughout my professional career I have been focused on providing solutions and serving my customers and clients to achieve 100% satisfaction. I have worked as a General Manager, Sales Manager and Vice President in various industries throughout my career before finding my true passion, personal finance, in 2022.

I strive to make families safe and secure and give them the peace of mind that they are being fully looked over by someone who shares common goals and has a similar outlook on life. I enjoy working with people who are in the early stages of their lives to those who can smell retirement just around the corner.

The Living Balance Sheet®

The Living Balance Sheet® offers a holistic overview of your personalized financial picture – and journey – all in one place. It follows a time-tested process that provides clients financial clarity, organization, and an understanding of how each financial decision affects the other.

Our uncommon approach to financial strategies is grounded on decades of experience. Let us help you get to the financial life you want.

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Retirement Income Planning

Retirement Income Planning

Building a sound strategy for your retirement is important. Being able to maintain your accustomed lifestyle into your retirement years and even potentially increase your post-retirement income is the ultimate goal.

Before building a strategy for the years ahead, it’s important to fully understand where you are today. The Living Balance Sheet® provides a wide-angle view across the four critical financial domains and shows how they work together. That knowledge, in and of itself, can transform the way you live your retirement life and liberate you to spend and enjoy assets more readily during your lifetime.

Products and Services Offered

  • Education Planning
  • Retirement Planning 

  • Debt Management
  • Cash Flow Management
  • Estate Planning
  • Retirement Income Planning
  • Disability Insurance

  • Life Insurance
  • Long Term Care Insurance
  • Business Growth Strategies
  • Business Exit Strategies

I want to make sure your entire financial picture is as good as it can possibly be.  I use a propriety analysis tool, called The Living Balance Sheet®, that helps you see your entire financial picture through a wide-angle lens.  I provide life insurance and disability insurance protection through highly rated carriers such as Guardian Life Insurance Company, but I have the ability to offer coverage through multiple carriers to provide the appropriate fit for you.  

Connect with Steve

(813) 766-0872

steven.e.parisis@westshorefinancial.com

LinkedIn

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. AR Insurance License #20761487, CA Insurance License #4434027.