We are proudly named in Forbes | Shook Best-in-State Financial Security Professionals list for 2026. Our goal is to serve clients with unmatched excellence, so this award is a reflection of the real value we deliver to our clients. We strive to continue to prioritize providing reliable solutions and guidance to our clients.
We were chosen as one from a very small group of insurance professionals in the state to receive recognition this year. The list features a ranking of the best insurance professionals for whom families rely on for wealth preservation and protection. Financial Security Professionals were selected by an independent research firm based on various qualitative and quantitative data and one simple notion: “Would we recommend these professionals to a family member or friend?”. You can learn more about SHOOK Research’s methodology here https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/.
The Forbes | SHOOK® Top Financial Security Professionals and Best-In-State Financial Security Professionals rankings are the product of SHOOK Research, LLC's independent research and due diligence and its proprietary ranking methodology. The rankings are published and distributed by Forbes. Data as of December 31, 2025. Published by Forbes (July 2026).
SHOOK Research's proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each professional across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management, sales figures, and revenue generated for their firms. Financial Security Professional ("FSP") refers to those professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses.
Investment performance is not a criterion, as client objectives and risk tolerances vary and these professionals rarely have audited performance reports. SHOOK Research's rankings are intended to help investors identify and evaluate financial services professionals and are not indicative of future performance or representative of any one client's experience. Past performance is not indicative of future results. The rankings are for informational purposes only and should not be construed as a recommendation or endorsement to hire any specific financial services professional. SHOOK Research does not assume any liability for actions taken based on the rankings.
Neither SHOOK Research nor Forbes receives compensation in exchange for placement on the rankings. For a full description of SHOOK Research's methodology, please visit www.SHOOKresearch.com. SHOOK® is a registered trademark of SHOOK Research, LLC.
ABOUT STEVE
Steve Griffin, CFP® is Principal and Founder at Full Spectrum Financial Group, a financial services firm based in Sarasota, Florida, offering innovative strategies to help clients develop a personalized plan that meets their needs for today and tomorrow. With over 20 years of financial planning experience, Steve creates custom, actionable solutions for his clients’ most complex challenges. From managing a family’s personal wealth to helping business owners focus on their big picture, he finds great fulfillment in empowering clients to make forward-focused decisions and feel more confident in their ability to reach their goals. Listening closely and taking an educated, unbiased approach, he’s able to bring organization and direction to clients’ financial lives.
Steve holds a degree in finance from the University of South Florida. Steve is held to some of the industry’s strictest standards of ethics and education as a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. He’s actively involved in several prominent industry organizations, including National Association of Insurance and Financial Advisors (NAIFA), The Financial Planning Association, The Southwest Florida Estate Planning Council, and The Million Dollar Round Table (MDRT), which is the Premier Association of Financial Professionals and recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Residing in Sarasota, Florida, Steve and his wife, Trish, enjoy the area’s great restaurants and world-class beaches. Outside of the office, Steve can be found golfing, watching sports, spending time with his daughters, and cheering on his grandkids at their events. With a great appreciation for the healing power of laughter, Steve enjoys watching funny movies or stand-up comedy. He also prioritizes his faith by volunteering at his church and reading Scripture daily. Connect with Steve on LinkedIn or via email at steve@fullspectrumfinancialgroup.com.
ABOUT KELLY
Kelly Goldstein, CFP® is a Financial Planner and Wealth Advisor at Full Spectrum Financial Group, a financial services firm based in Sarasota, Florida, offering innovative strategies to help clients develop a personalized plan that meets their needs for today and tomorrow. With a passion for building strategic, holistic plans, Kelly provides clients with clarity, simplifying even the most complex subjects. She enjoys getting to know clients on a personal level and seeing the impact small decisions can make on a client’s financial well-being and progress toward their long-term goals.
Kelly holds a bachelor’s degree from University of Central Florida and an MBA from Saint Leo University. Prior to becoming a financial advisor in 2017, she taught as an adjunct professor for business and marketing courses at Saint Leo University and worked as the office manager and para-planner for her father’s firm. In pursuit of her ongoing commitment to education and self-improvement, Kelly has earned her CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and is currently enrolled to earn her Chartered Financial Consultant® designation.
In her free time, Kelly and her husband, Joe, enjoy golfing, traveling, spending time at the beach, and attending Tampa Bay Lightning hockey games. She is also involved in several industry and community organizations, including the Million Dollar Round Table (MDRT), the Lakewood Ranch Business Association (LWRBA), the Sarasota Chamber of Commerce, and the Sarasota-Manatee Human Resource Association. Connect with Kelly on LinkedIn or via email at kelly@fullspectrumfinancialgroup.com.
Steve Griffin and Kelly Goldstein are Financial Advisers offering Investment Advisory Services through Eagle Strategies LLC a Registered Investment Adviser and Registered Reps offering securities through NYLIFE Securities LLC FINRA/SIPC, a Licensed Insurance Agency. They are licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies not in all jurisdictions.
Neither Full Spectrum Financial Group, nor NYL, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Full Spectrum Financial Group is not owned or operated by NYLIC or its affiliates.
