Stephen F. Poll, CFP®, CPCU®, provides comprehensive wealth management and financial planning advice to high-net-worth individuals, families, business owners, and professionals. As part of the Symboliq Wealth Management team, Stephen works closely with clients to understand the complexities of their financial lives and develop thoughtful, highly personalized strategies designed to build, protect, and preserve wealth across generations.

Stephen brings a strong foundation in financial planning and risk management to the Symboliq team. In addition to earning the CFP® (Certified Financial Planner™) certification, Stephen holds the CPCU® (Chartered Property Casualty Underwriter) designation, as well as the NSSA® (National Social Security Advisor) designation. This multidisciplinary background allows him to evaluate financial decisions through a broader lens, incorporating investment management, retirement planning, risk mitigation, Social Security planning, and the long-term financial objectives of the families he serves.

Stephen believes sophisticated wealth management extends well beyond investment performance. His approach begins with developing a comprehensive understanding of a client's financial position, family priorities, business interests, and long-term objectives. Working alongside the broader Symboliq team, Stephen helps coordinate investment and planning strategies with a client's attorneys, accountants, estateplanning professionals, and other trusted advisors when appropriate. This collaborative, family-office approach helps ensure that the various elements of a client's financial life are considered collectively rather than in isolation, particularly as families navigate significant financial decisions, business and career transitions, retirement, and the transfer of wealth from one generation to the next.

Stephen has been guiding businesses and individuals toward financial success since 2018. A native of Perrysburg, Ohio, he earned his finance degree from Ohio University. Stephen and his wife, Gabby, an architect, recently purchased a home they are remodeling as they look forward to building their life and growing their family together.

Outside of the office, Stephen maintains an active lifestyle. He holds a blue belt in Brazilian Jiu-Jitsu, has completed a marathon, and enjoys golfing and spending time with family. He is also an enthusiastic coffee and sparkling-water aficionado.