Stefan Revelo wanted to join a firm that aligned with his values of always putting the client’s interests ahead of their own, which led him to Bay Point Wealth. Stefan currently serves as the Client Service Specialist where he helps onboard new clients to begin the investment management relationship.
Stefan earned his Bachelor of Science in Finance and Marketing at Florida State University in 2020. While attending Florida State, Stefan was an extremely active participant throughout the community. He served as the Vice President of the Phi Kappa Psi fraternity, where he led various projects such clothing and food drives benefitting churches and homeless shelters in the Tallahassee area.
Although he studied Finance in college, it was not until after graduation when Stefan found his passion for financial planning. He vividly remembers receiving his first “big-boy” paycheck from his corporate job and not knowing what to do with his next dollar. It was at that moment when he began to indulge himself with books and podcasts about investing and financial planning, he has been hooked ever since.
What once started off as a curiosity to learn about money quickly shifted to a “calling” to help people achieve their financial goals.
In his free time, you can often find Stefan in a jersey rooting for the Miami Marlins and Florida State Seminoles. He also has a passion for teaching financial literacy to his peers so that they know what to do with their next paycheck.