--- title: "Stephen Poll, CPCU — Certified Financial Planner (Bonita Springs) | Insurance Specialists of SW Florida" description: "Stephen is a Series 7 & 66 licensed securities professional who has been helping families, individuals, and business owners manage their wealth for over se" lang: en json-ld: --- [ ![Andrew Koehneke - Managing Partner at Insurance Specialists of SW Florida](/assets/andrew-koehneke-managing-partner-bonita-springs-UqMMi1Ag.webp) Andrew ](/team/andrew-koehneke) [![Insurance Specialists of SW Florida - Bonita Springs insurance agency logo](/assets/insurance-specialists-sw-florida-logo-D4Ga2KGg.webp)](/) [Home](/) Insurance [Home Insurance](/insurance/home)[Auto Insurance](/insurance/auto)[Flood Insurance](/insurance/flood)[Condo Insurance](/insurance/condo)[Umbrella Insurance](/insurance/umbrella)[Commercial Insurance](/insurance/commercial)[Golf Cart Insurance](/insurance/golf-cart) [Other](/insurance/other) [Motorcycle](/insurance/motorcycle)[RV](/insurance/rv)[Pet](/insurance/pet)[Travel](/insurance/travel)[Renters](/insurance/renters)[Wind Only](/insurance/wind-only)[Jet Ski](/insurance/jet-ski)[Boat](/insurance/boat)[Builders Risk](/insurance/builders-risk)[Manufactured](/insurance/manufactured) Why Us? [Meet the Team](/about/team)[Our Carriers](/about/carriers)[Blog](/blog) Locations [Fort Myers / Estero](/contact)[Bonita Springs / Naples](/contact/bonita-springs)[Fremont, Ohio](/contact/ohio) [FAQ](/faq) [(239) 949-7717](tel:+12399497717)[Get My Quote](/get-a-quote) [Back to Team](/about/team) ![Stephen Poll, CPCU - Certified Financial Planner (Bonita Springs) at Insurance Specialists of SW Florida FL](/assets/stephen-poll-financial-planner-bonita-springs-CpoC2-Lg.webp) # [Stephen Poll, CPCU](mailto:stephen@fl-ins.com) Certified Financial Planner [Bonita Springs](https://www.fl-ins.com) Stephen is a Series 7 & 66 licensed securities professional who has been helping families, individuals, and business owners manage their wealth for over seven years. He is the owner of Clay Financial. Born in Perrysburg, Ohio, Stephen later moved to Florida, where he met his wife, Gabby. [stephen@fl-ins.com](mailto:stephen@fl-ins.com)[(239) 949-7717](tel:+12399497717)[LinkedIn](https://www.linkedin.com/in/stephenpoll/)[Clay Financial](https://www.clayfinancial.com) ## Meet More of Our Team [ ![Peggy Carlson - Risk Advisor (Bonita Springs) at Insurance Specialists of SW Florida FL](/assets/peggy-carlson-risk-advisor-bonita-springs-B65jlRG6.webp) ### Peggy Carlson Risk Advisor ](/team/peggy-carlson)[ ![Andrew Koehneke - Managing Partner at Insurance Specialists of SW Florida FL](/assets/andrew-koehneke-managing-partner-bonita-springs-UqMMi1Ag.webp) ### Andrew Koehneke Managing Partner ](/team/andrew-koehneke)[ ![Laura Van Riper - Customer Service Team Lead (Bonita Springs) at Insurance Specialists of SW Florida FL](/assets/laura-van-riper-customer-service-bonita-springs-C02GwJe3.webp) ### Laura Van Riper Customer Service Team Lead ](/team/laura-van-riper) [View Full Team](/about/team) ## Working With Our Team Quick answers to questions we hear most often. Show More ![Insurance Specialists of SW Florida - independent insurance agency serving Bonita Springs, Naples and Fort Myers](/assets/insurance-specialists-sw-florida-footer-logo-KAHxkE0K.webp) We work to provide policies that protect our clients' assets and well-being. Licensed in Florida, Ohio, Michigan, Tennessee, Pennsylvania, South Carolina, and Indiana. #### Contact [(239) 949-7717](tel:+12399497717) Bonitasprings@fl-ins.com 12870 Trade Way Four, Suite 108 Bonita Springs, FL 34135 #### Business Hours Mon–Fri: 9am – 5pm Sat–Sun: Closed [](https://www.facebook.com/insurancespecialists/)[](https://www.youtube.com/@GetFloridaInsurance)[](https://www.linkedin.com/company/insurance-specialists-of-sw-florida-llc/posts/?feedView=all)[](https://g.page/r/CWejDDOOSNe1EBM/review) © 2026 Insurance Specialists of SW Florida. All rights reserved.