Stefan Revelo is an Associate Financial Advisor at Curio Wealth. With three years of professional experience, Stefan plays a pivotal role in the firm—supporting the lead advisor by servicing clients, meticulously documenting meeting discussions, and implementing clients’ financial goals into cutting-edge planning software. His academic foundation includes a Bachelor’s degree in Finance and Marketing from Florida State University, and he is currently working towards earning the prestigious CFA designation.
Stefan specializes in assisting young couples navigating the early stages of family and career development. His unique strength lies in his embodiment of a servant leader. Stefan takes pride in executing tasks with unwavering commitment, regardless of their magnitude, fostering a reputation for excellence in every professional endeavor.
Beyond the financial realm, Stefan actively contributes to his community through philanthropic efforts. He engages in food and clothing drives for homeless shelters as a Chicago-based Florida State alumni group member, reflecting his commitment to social responsibility.
Stefan’s mantra, “Life is about the journey, not the destination,” encapsulates his philosophy on both personal and professional fronts. While setting and achieving goals is essential, he believes finding joy in the journey and relishing the process is genuinely significant.
Outside of his career pursuits, Stefan immerses himself in sports, umpiring youth and teen baseball and passionately following Seminole football every Saturday. Family holds a paramount place in his life, and his decision to move to Chicago was primarily driven by the cherished bonds he shares with his extended family.
