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Steve Troccoli, MBA, ChFC®, CFS®, CRPC®

We Plan for All the Seasons of Your Life.

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Seasons of Advice Wealth Management Steve Troccoli, MBA, ChFC®, CFS®, CRPC®
New York, NY

Serving Clients Nationwide

We Plan for All the Seasons of Your Life.

3 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

(212) 977-3111

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Insurance
  • Investment Management
  • Owning a Business
  • Socially Responsible Investing
  • Taxes

About Steve Troccoli, MBA, ChFC®, CFS®, CRPC®

A double-barreled Manhattan University alumnus – B.S. and M.B.A. – Steve Troccoli also holds the lifelong distinction of having earned the rank of Eagle Scout. This is his second career, having capped a successful run in the nascent cell phone industry. He then joined Ameriprise as a financial advisor in 1996, before moving on to Seasons of Advice in 2011.

An avid golfer and fisherman, he has invested in companies that protect the environment by reducing waste streams and commercializing co-generation. Steve is also dedicated to the cause of curing Cooley’s anemia.

The Bronx native has been married to Vickie since 1981 and resides in Yonkers, N.Y. The couple has two daughters, Ashleigh and Johana, and a granddaughter and grandson. Steve is active in the Benevolent and Protective Order of Elks, through which he raises funds and awareness of the fight against cerebral palsy. And he is also active in the Sons of Italy whose major NY charity is Cooley Anemia.

Professional Designations

  • Certified Fund Specialist (CFS)
  • Chartered Financial Consultant (ChFC)
  • Chartered Retirement Planning Counselor (CRPC)
  • Master of Business Administration (MBA)

Primary Location

120 West 45th Street, 14th Floor, New York, NY 10036

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Based

What to expect in the first meeting

Click the 'Book Intro Call' button above to contact us and schedule time for an introductory conversation. We'll get to know each other and listen to understand your unique circumstances so we can determine the best way to proceed. We look forward to speaking with you.

Offers Investment Management

Yes

About Seasons of Advice Wealth Management

For over three decades, our team at Seasons of Advice Wealth Management has helped our clients make relevant and effective financial choices to help them comfortably and confidently build wealth. We are experienced and independent professionals who have the knowledge, inspiration and practical expertise that can make an important emotional and financial difference in your family’s financial security and success.

We Plan for All the Seasons of Your Life

Ours is a unique approach to a traditional discipline. Addressing your finances according to the seasonal flow of your life — and your money — aligns with natural processes. The Seasons of Advice process has a natural rhythm, one that aligns with the way you experience life. By giving our work together a context that is constant and reliable, all financial matters receive proper consideration, so you can make more effective choices and keep your wealth-building momentum moving forward.

❄️ Winter: Goal Tracking

The main purpose of the Goal Tracking season is to analyze and discuss how we are progressing with each of your goals. This is where we recalculate where you stand, re-evaluate our assumptions and possibly re-set our strategies moving forward.

🌱 Spring: Asset Allocation

In Asset Allocation we take into consideration your risk tolerance, investment time frames etc. We then set the Investment model we will be using for the next 12 months.

🌞 Summer: Family, Security and Cash Flow Review

This season will focus on cash flow ensuring you are properly positioned for your short term cash needs. Insurance and estate planning strategies are reviewed. Additionally, we discuss intergenerational issues and employee benefits.

🍂 Fall: Tax Planning

This season is designed to make sure your taxes are organized as much as possible. We reach out to your accountant to work with us to help you make appropriate tax decisions, not only to save taxes in the current year but also for the long run.

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At Seasons of Advice Wealth Management, we are committed to helping you achieve your financial potential. Contact us today to schedule an introductory call. We look forward to speaking with you.

Education

Manhattan University, Master in Business Administration; B.S.

Hobbies and Interests

  • Fishing
  • Golf

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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More than a Financial Advisor

✅ Wealthtender Certified Advisor Review™
Jul 18, 2025
We met Steve many years ago at a presentation at our son's nursery school. Our son is now 33. Steve has been with us through many milestones. Buying our first house, sending our kids off to college and in the near future retirement. Not sure how this would have went without Steve's expertise, patience, caring and overall good nature. We are proud to call Steve a friend who is also our financial advisor.
Relationship to Financial Advisor: Client as of Jul 18, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Avatar for Vincenza and John
Vincenza and John

Steve is the best

✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
We've worked with Steve for many years now. He's helped us plan for retirement, navigate buying properties, leaving corporate jobs, opening businesses; all the big life stuff having to do with money. He is hones, kind, caring and understands our goals. Having an expert eye on our money gives me a feeling of safety and security that is extremely important. Highly recommend.
Relationship to Financial Advisor: Client as of Jul 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Avatar for Carrie
Carrie

5+ Star

✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
**Five-Star Review for My Financial Advisor** I am thrilled to share my experience with Steve. From our very first meeting, it was clear that his integrity sets him apart in the financial industry. He took the time to understand our unique financial situation and goals, demonstrating a genuine commitment to our success. His attention to detail is remarkable; he meticulously analyzed our portfolio and identified opportunities that we hadn't even considered. It's evident that he stays deeply informed about the ever-evolving financial markets, showcasing an impressive depth of knowledge that instills confidence in his recommendations. What truly makes Steve exceptional is his caring nature. He always makes himself available for questions and concerns, ensuring that we never feel rushed or overwhelmed. His intelligence shines through in every discussion, as he explains complex concepts in a way that is easy to understand. Thanks to his guidance, we feel more secure about our financial future than ever. I wholeheartedly recommend Steve to anyone seeking a trustworthy, knowledgeable, and compassionate financial advisor. He has truly made a positive impact on our lives!
Relationship to Financial Advisor: Client as of Jul 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: SOA periodically invites financial planning clients we have served for at least five years with portfolios valued over a certain threshold to write reviews about their experiences that can help other individuals and couples decide if we may be a good fit to work together. SOA does not compensate clients for their reviews and the experiences reflected in these reviews may not be representative of the experience of others.
Avatar for Ciaran Cullen
Ciaran Cullen
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