Bachelor of Science in Marketing
20+ years of experience
Expert in financial services, wealth management, and strategic growth consulting. Specializes in retirement planning, corporate benefits, and guiding medical and dental companies to optimize performance and value.
Stephen Bellosi – My Story
Stephen Bellosi’s journey in the financial services industry began during his time at The College of New Jersey, where he earned a Bachelor of Science degree in Business Marketing and was a standout on the football team. Hailing from the Philadelphia area, Stephen started his career as a college intern and rapidly grew his financial planning business by educating medical and dental residents in New Jersey and Pennsylvania. In 2009, he moved to the Greater New York City area, where he spent a decade working with some of the nation’s top professionals.
In addition to his professional achievements, Stephen holds several prestigious licenses and designations, including the Accredited Investment Fiduciary® (AIF®) certification, which underscores his commitment to fiduciary responsibility.
Outside of work, Stephen enjoys life in Fort Lauderdale, Florida, with his wife, Michelle, and their son, Braxton. His hobbies include golf, traveling, cooking, angel investing, trading derivatives, and flipping real estate. He is also actively involved in networks and charitable organizations such as BNI, Miami Man Legacy Club, and the Humane Society of Broward County.
Stephen Bellosi is a seasoned financial expert with over a decade of experience in the industry, specializing in financial planning and alternative risk management strategies. With a strong foundation in business marketing and extensive experience working with elite physicians, surgeons, and business owners, Stephen has developed a unique approach to financial planning. His expertise includes building proprietary insurance products and pioneering the first Captive Medical Professional Liability Company in New Jersey. Now focused on expanding his professional footprint in South Florida, Stephen continues to cultivate strong client relationships and deliver innovative financial solutions.
