Stephen  Daly, CFP®, CIMA®

Stephen Daly, CFP®, CIMA®

Financial Advisor

Steve Daly is a Financial Advisor and enjoys collaborating with clients to organize and simplify their financial lives as part of the firm’s financial planning team.

Prior to joining The Family Firm Steve was an international development professional supporting programs in the former Soviet Union. He previously served as a Peace Corps volunteer in Pazardjik, Bulgaria and started his career in the US House of Representatives as a Legislative Assistant for Congressman Steve Horn.

Steve is a CERTIFIED FINANCIAL PLANNER (TM) and completed his Personal Financial Planning coursework at Georgetown University. He also holds the Certified Investment Management Analyst® designation and completed the coursework at the Wharton School at the University of Pennsylvania’s Aresty Institute of Executive Education. He holds an MA in International Relations from KIMEP University in Almaty, Kazakhstan and a BA in Political Science from the University of Richmond.

Steve is an outdoor enthusiast and spends his free time running, hiking and backpacking. He lives in Adams Morgan with his wife Sarah and daughter Saoirse and serves as a volunteer for the Rock Creek Conservancy.