THE ADVICE GIVERS

Our roundtable team approach can be an effective method in creating wealth. This professional team approach will assist you in maneuvering through a complex financial world.

We invite you to discover and experience the power of this team approach.

There are far-reaching benefits in getting a single opinion resulting from the input of several professionals with diverse backgrounds, education, and experience in the financial planning arena. No one strategy fits all. You will get our undivided attention from planning, to execution, to follow­-up. Your Fiduciary Team™ is simply not about transactions. Our team is about building meaningful relationships with you in pursuit of your unique financial goals.

Steve proudly served our country as an Officer in the U.S. Army.

He was awarded the Army Commendation Medal for meritorious service

while in South Korea I Corps (Group).

Stephen R. Facella, CFP®

Certified Financial Planner™

 

Steve has been a business owner/employer for 27 years. He has been a practicing financial advisor for the past 20 years. That’s a total of 47 years of successful entrepreneurial and academic accomplishments working in your favor. Armed with vast practical knowledge of complex business, family, and personal financial planning issues, Steve works closely with your CPA and family attorney so that they can better help you.

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Having met the very rigorous academic requirements necessary for Board Certification, Steve has earned the CFP® certification which stands for Certified Financial Planner™ professional. He was also successful in achieving the designation of Accredited Asset Management Specialist® (AAMS®).

 

He is also a Registered Principal. Steve proudly served our country as an Officer in the U.S. Army. He was awarded the Army Commendation Medal for meritorious service while in South Korea I Corps (Group). Steve possesses Life, Health, and Annuity Licenses. He is also a Financial Industry Regulatory Authority, Arbitrator and is chairperson qualified.

Stephen R. Facella, CFP®

Certified Financial Planner™

 

Steve has been a business owner/employer for 27 years. He has been a practicing financial advisor for the past 20 years. That’s a total of 47 years of successful entrepreneurial and academic accomplishments working in your favor. Armed with vast practical knowledge of complex business, family, and personal financial planning issues, Steve works closely with your CPA and family attorney so that they can better help you.

Read More

Having met the very rigorous academic requirements necessary for Board Certification, Steve has earned the CFP® certification which stands for Certified Financial Planner™ professional. He was also successful in achieving the designation of Accredited Asset Management Specialist® (AAMS®).

 

He is also a Registered Principal. Steve proudly served our country as an Officer in the U.S. Army. He was awarded the Army Commendation Medal for meritorious service while in South Korea I Corps (Group). Steve possesses Life, Health, and Annuity Licenses. He is also a Financial Industry Regulatory Authority, Arbitrator and is chairperson qualified.

Our Professional Partners

We work in conjunction with the following attorneys and CPAs in designing a truly holistic financial plan. These individuals are not securities or advisory licensed.

Richard Sabra, JD, PA

Attorney at Law

 

Mr. Sabra has over 30 years’ experience in tax, trust and estate law having served a broad range of clients including families, professional athletes, musicians, and entertainers to mitigate concerns, plan for taxes and develop estate plans that allow clients to protect and control assets for investment, retirement, or for funding revocable and irrevocable trusts.

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In addition, Mr. Sabra counsels clients on related individual and corporate tax planning issues, probate and trust administration, litigation, business law, guardianship, and elder law. He also represents beneficiaries in dispute resolution, probate and trust administration both in and out of court.

He was a partner at Shutts & Bowen LLP and at Ruden McClosky, PA in Fort Lauderdale before forming the Law Office of Richard B. Sabra & Associates.

An AV-rated attorney by Martindale-Hubbell, Mr. Sabra is a member of The Florida Bar and The State Bar of California. He has served as an adjunct professor for the School of Business Management at Nova Southeastern University and is a frequent speaker on personal and business tax, trust and estate planning, and administration topics including preserving and protecting accumulated wealth and transferring such wealth to intended beneficiaries.

Specialties:

  • Individual and business tax and asset preservation planning including trust and estate planning and administration and closely-held entities.

Joshua Roberts, JD

Attorney at Law

 

Joshua Roberts, Esq. is an experienced trial lawyer. He is a partner practicing at Birnbaum, Lippman & Gregoire, PLLC., the “Super Lawyer” Firm.

Josh’s areas of concentration are, Prenuptial and Postnuptial Agreements, Divorce, Paternity Agreements, Real Property Division, Comprehensive Child-Related Disputes, Re-Addressing Child Support, Post-Divorce Issues and Alimony Modification.

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He lectures on Marital Asset Splitting and why “Equitable Does Not Mean Equal”. Josh contributes his time to attendees at “The Center For Financial Education”, a 501(c)(3) Nonprofit Organization, providing free lectures on all of his topics.

Education and Recent Publications

  • Florida Coastal School of Law, J.D. – Juris Doctor
  • University of Florida, B.S – Bachelor of Science, Business Administration, 2005
  • Author of “Appeals”, Florida Proceedings After Dissolution of Marriage, 12thEdition, published by The Florida Bar Association and distributed by Lexis/Nexis

Admissions and Designations

  • The Florida Bar
  • The Fourth District Court of Appeal, State of Florida
  • Chair of The Florida Bar Ethics Grievance Committee 17 C
  • Instructor, Family Law Litigant Course, Broward County Courthouse
  • President, American Inns of Court, Stephen R. Booher Chapter, 2019

Richard Sabra, JD, PA

Attorney at Law

 

Mr. Sabra has over 30 years’ experience in tax, trust and estate law having served a broad range of clients including families, professional athletes, musicians, and entertainers to mitigate concerns, plan for taxes and develop estate plans that allow clients to protect and control assets for investment, retirement, or for funding revocable and irrevocable trusts.

Read More

In addition, Mr. Sabra counsels clients on related individual and corporate tax planning issues, probate and trust administration, litigation, business law, guardianship, and elder law. He also represents beneficiaries in dispute resolution, probate and trust administration both in and out of court.

He was a partner at Shutts & Bowen LLP and at Ruden McClosky, PA in Fort Lauderdale before forming the Law Office of Richard B. Sabra & Associates.

An AV-rated attorney by Martindale-Hubbell, Mr. Sabra is a member of The Florida Bar and The State Bar of California. He has served as an adjunct professor for the School of Business Management at Nova Southeastern University and is a frequent speaker on personal and business tax, trust and estate planning, and administration topics including preserving and protecting accumulated wealth and transferring such wealth to intended beneficiaries.

Specialties:

  • Individual and business tax and asset preservation planning including trust and estate planning and administration and closely-held entities.

Joshua Roberts, JD

Attorney at Law

 

Joshua Roberts, Esq. is an experienced trial lawyer. He is a partner practicing at Birnbaum, Lippman & Gregoire, PLLC., the “Super Lawyer” Firm.

Josh’s areas of concentration are, Prenuptial and Postnuptial Agreements, Divorce, Paternity Agreements, Real Property Division, Comprehensive Child-Related Disputes, Re-Addressing Child Support, Post-Divorce Issues and Alimony Modification.

Read More

He lectures on Marital Asset Splitting and why “Equitable Does Not Mean Equal”. Josh contributes his time to attendees at “The Center For Financial Education”, a 501(c)(3) Nonprofit Organization, providing free lectures on all of his topics.

Education and Recent Publications

  • Florida Coastal School of Law, J.D. – Juris Doctor
  • University of Florida, B.S – Bachelor of Science, Business Administration, 2005
  • Author of “Appeals”, Florida Proceedings After Dissolution of Marriage, 12thEdition, published by The Florida Bar Association and distributed by Lexis/Nexis

Admissions and Designations

  • The Florida Bar
  • The Fourth District Court of Appeal, State of Florida
  • Chair of The Florida Bar Ethics Grievance Committee 17 C
  • Instructor, Family Law Litigant Course, Broward County Courthouse
  • President, American Inns of Court, Stephen R. Booher Chapter, 2019

Steve R. Picha, CPA/ABV/CFF, MST

Certified Public Accountant and Advisor

 

Steve R. Picha, CPA/ABV/CFF, MST has practiced in South Florida since 1991 having worked at large and mid-sized accounting firms throughout his career. This experience provided him the opportunity to work with high net worth individuals and their companies and to develop specialty areas of expertise that require advanced education and additional credentials.

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Mr. Picha is also experienced in providing valuation and litigation consulting services having practiced in these disciplines for the past 20 years. His experience includes economic damages, loss of profits, breach of contract, personal injury, wrongful death, construction claims, tracing and apportionment of assets, and other areas of forensic accounting. He has been involved in numerous business valuation engagements for use in either the potential sale of business, litigation matters, estate and gift tax, and buy-sell agreements. He has provided expert testimony in Circuit and Federal Courts.

Education:

  • Master of Science in Taxation (MST), Florida International University, 1995
  • Bachelor of Science in Finance, University of Illinois at Chicago, 1985

Licenses and Credentials:

  • Certified Public Accountant (CPA); Licensed in Florida
  • Accredited in Business Valuation (ABV) designated by the American Institute of Certified Public Accountants
  • Certified in Financial Forensics (CFF) designated by the American Institute of Certified Public Accountants

Professional Associations:

  • Fort Lauderdale Tax Council, Member and Past President, 2002-2003
  • Estate Planning Council of Broward Cty, Member and Past President, 2008-2009
  • National Association of Industrial and Office Properties (NAIOP), Past Member of Board of Directors and Treasurer, 2007-2009

Community Service:

  • Fort Lauderdale Rotary, Member and Past President, 2003
  • Thomas Aquinas High School Booster Club, Past President, 2011-2012
  • Broward Education Foundation, Past Executive Committee Member and Treasurer, 1998-2002
  • Leadership Broward Graduate (Class XV), 1996

Raquel Fontana, CPA

Certified Public Accountant

 

Raquel Fontana is a highly skilled Certified Public Accountant, CPA, with over 30 years of experience.

A sought-after teacher by many of our small business owners and a Certified Pro-Advisor for QuickBooks. Raquel’s work is top quality. Along with a strong attribute of “Digging Deep”, she gets the right answers when helping clients maximize every available Tax break.

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Raquel is a trusted, ethical and knowledgeable Tax Specialist.

She is adept at coordinating projects with other managers within an organization. Raquel has made many successful presentations to various company groups and Board of Directors. Her fluency in English and Spanish is the icing on the cake!

Just look up the words “Client Satisfaction” in a business dictionary and you will see Raquel’s photo pop up!

 

Education

Bachelor of Science, BS – Accounting University of Maryland

Master of Accounting and Tax, MS – Nova Southeastern University

 

Steve R. Picha, CPA/ABV/CFF, MST

Certified Public Accountant and Advisor

 

Steve R. Picha, CPA/ABV/CFF, MST has practiced in South Florida since 1991 having worked at large and mid-sized accounting firms throughout his career. This experience provided him the opportunity to work with high net worth individuals and their companies and to develop specialty areas of expertise that require advanced education and additional credentials.

Read More

Mr. Picha is also experienced in providing valuation and litigation consulting services having practiced in these disciplines for the past 20 years. His experience includes economic damages, loss of profits, breach of contract, personal injury, wrongful death, construction claims, tracing and apportionment of assets, and other areas of forensic accounting. He has been involved in numerous business valuation engagements for use in either the potential sale of business, litigation matters, estate and gift tax, and buy-sell agreements. He has provided expert testimony in Circuit and Federal Courts.

Education:

  • Master of Science in Taxation (MST), Florida International University, 1995
  • Bachelor of Science in Finance, University of Illinois at Chicago, 1985

Licenses and Credentials:

  • Certified Public Accountant (CPA); Licensed in Florida
  • Accredited in Business Valuation (ABV) designated by the American Institute of Certified Public Accountants
  • Certified in Financial Forensics (CFF) designated by the American Institute of Certified Public Accountants

Professional Associations:

  • Fort Lauderdale Tax Council, Member and Past President, 2002-2003
  • Estate Planning Council of Broward Cty, Member and Past President, 2008-2009
  • National Association of Industrial and Office Properties (NAIOP), Past Member of Board of Directors and Treasurer, 2007-2009

Community Service:

  • Fort Lauderdale Rotary, Member and Past President, 2003
  • Thomas Aquinas High School Booster Club, Past President, 2011-2012
  • Broward Education Foundation, Past Executive Committee Member and Treasurer, 1998-2002
  • Leadership Broward Graduate (Class XV), 1996

Raquel Fontana, CPA

Certified Public Accountant

 

Raquel Fontana is a highly skilled Certified Public Accountant, CPA, with over 30 years of experience.

A sought-after teacher by many of our small business owners and a Certified Pro-Advisor for QuickBooks. Raquel’s work is top quality. Along with a strong attribute of “Digging Deep”, she gets the right answers when helping clients maximize every available Tax break.

Read More

Raquel is a trusted, ethical and knowledgeable Tax Specialist.

She is adept at coordinating projects with other managers within an organization. Raquel has made many successful presentations to various company groups and Board of Directors. Her fluency in English and Spanish is the icing on the cake!

Just look up the words “Client Satisfaction” in a business dictionary and you will see Raquel’s photo pop up!

 

Education

Bachelor of Science, BS – Accounting University of Maryland

Master of Accounting and Tax, MS – Nova Southeastern University

 

Daniel Maguire

Mathematics Intern

 

Daniel Maguire is our resident Mathematics Intern. He hails from Boston Massachusetts, ”The Bean Town Capital.” As an “integral” team member and “numbers cruncher” of Your Fiduciary Team, LLC, Dan is involved in the ongoing development of an active equity-investing algorithm.

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Dan is presently attending Broward College of Florida. His desire is to pursue his PhD (Doctorate) in Technical Engineering Mathematics. As a hobby, Daniel is involved in exquisite wooden boat restoration and fine carpentry.
 

Daniel Maguire

Mathematics Intern

 

Daniel Maguire is our resident Mathematics Intern. He hails from Boston Massachusetts, ”The Bean Town Capital.” As an “integral” team member and “numbers cruncher” of Your Fiduciary Team, LLC, Dan is involved in the ongoing development of an active equity-investing algorithm.

Read More

Dan is presently attending Broward College of Florida. His desire is to pursue his PhD (Doctorate) in Technical Engineering Mathematics. As a hobby, Daniel is involved in exquisite wooden boat restoration and fine carpentry.
 

Check the background of investment professionals on FINRA’s BrokerCheck.