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Steve Laska - Managing Partner at Trillium Wealth

Managing Partner

Steve Laska

Winter Park, Florida

Meet Steve

Steve Laska is the Managing Partner of Trillium Wealth, based in Winter Park, Florida. With over 25 years of industry experience, Steve brings a wealth of knowledge and leadership to the firm.

A U.S. Army Armor Officer, Steve's military service instilled in him discipline, strategic thinking, and a commitment to serving others. After his military career, Steve held senior leadership positions at SEI Investments, where he worked with the Investment Advisor Channel. He then established a joint venture between SEI and Schwab before moving on to start PIMCO's Independent Advisor Channel as national sales manager, building the sales force from the ground up.

Steve also founded a socially responsible education company that helped struggling children achieve grade-level standards before returning to finance. Working with boutique asset management firms, he then took an advisory firm from $30 million to $250 million in assets under management in just 24 months.

Steve is passionate about family, helping people achieve their goals, golf, and playing guitar.

Qualifications

Education

BS in Finance from Florida Institute of Technology (Distinguished Military Graduate, 1989)

Affiliations & Credentials

United States Army
U.S. Army
Florida Institute of Technology
Florida Tech
“Give yourself a lot of ways to win”

Steve Laska

Office Location

Winter Park, FL

230 S. New York Ave Suite 200

Winter Park, FL 32789

Ready to Work with Steve?

Schedule a conversation with Steve to discuss your financial goals and discover how Trillium Wealth can help you pursue true wealth.

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