Professionals & Consultants

Stephen C. Schramm, CPA/PFS, CFP®

ADDRESS
1000 SE Monterey Commons Blvd. Suite 101 Stuart, FL 34996
Contact
(772) 287-4480 Fax: (772) 288-0371

sschramm@hbkswealth.com

Stephen C. Schramm, CPA/PFS, CFP®

Principal/Senior Financial Advisor | Stuart, Florida

Stephen C. Schramm is a Principal in the Stuart, Florida office of HBK CPAs & Consultants and has been with the firm since 2004. A graduate of West Virginia University (Bachelor of Science/Accounting) and University of Florida (Masters of Accounting/Taxation), Stephen started his professional career with Arthur Andersen & Co. in Orlando, Florida and Denver, Colorado where he specialized in the real estate, manufacturing and financial institution industries. In 1992, Stephen established a public tax and accounting firm. The firm went on to obtain several multi-million dollar tax-service contracts with the federal government. In 1996, Stephen began emphasizing personal financial advisory services based on the belief that a client’s tax and financial issues are interdependent. He believes, and industry experts agree, that the future of the industry is to provide comprehensive services including tax consulting and preparation, investment advisory services and financial planning. Stephen’s extensive financial knowledge enabled him to become one of a small group of Certified Financial Planners (CFP®) who is also a Certified Public Accountant/Personal Financial Specialist (CPA/PFS).


Education

  • Graduate of West Virginia University (BS) and University of Florida (MA)

Professional/Civic Associations

  • Certified Public Accountant; FL
  • Certified Public Accountant; CO
  • Personal Financial Specialist (CPA/PFS)
  • CERTIFIED FINANCIAL PLANNER™ certificant (CFP®)
  • N.A.S.D. Series 7, 63 and 65 Exams (Investment Advisor)
  • Member, Financial Planning Association
  • Member, American Institute of Certified Public Accountants
  • Member, Martin County Estate Planning Council
  • Past Chairman, Board of Directors for the YMCA of the Treasure Coast
  • Member, Florida Institute of Certified Public Accountants
  • Past Chairman and Board Member, Economic Council of Martin County
  • Board Member, House of Hope