Portrait of Steve Georgoulakis

Steve Georgoulakis, MBA, CFP®

Product Management Director

Interesting Fact: My oldest is in college…and it’s expensive.

  • Financial Planning
  • Leadership
  • Product Development

Steve is the product management director for the USAA Educational Foundation. As a CERTIFIED FINANCIAL PLANNER professional and Certified Product Manager (CPM), he leads the development of financial education products and curriculum tailored specifically for service members and their families.

Before joining the foundation, Steve served over 15 years in financial planning roles at USAA, specializing in nationwide planning for affluent clients and training wealth management advisors.

Steve grew up in an Army family and earned a bachelor’s degree in finance from the University of Texas San Antonio (UTSA) and Master of Business Administration from Webster University. Recently, he earned the Certified Diversity Professional (NDCCDP) designation through the National Diversity Council.