Steve is a Registered Representative with LPL Financial and an Investment Advisor Representative with WELLth Advisory Services. Steve is a Managing Director for Strategic Retirement Partners in the Northern California office. He is responsible for developing retirement plan consulting services for new and existing clients in the areas of fiduciary guidance, employee education and overall program satisfaction.
Prior to joining Strategic Retirement Partners, Steve was affiliated with 401(k) Advisors and he was a founding partner at Ascent Wealth Management Group, LLC.
A graduate of the California State University, Chico Steve earned a B.S. in Business Administration – Strategic Management. He has completed the Accredited Investment Fiduciary® program at Wharton West in 2012. He is an investment advisor representative and has passed the FINRA Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law Examination) and Series 24 (General Securities Principal).*
When Steve is not helping clients prepare for retirement, he enjoys spending time with his family and traveling. Steve resides in Redwood City, CA with his wife, son and daughter.
*Series 7 and 24 registrations held through LPL Financial. Series 66 held through LPL Financial and WELLth Advisory Services.
If you were a crayon, what color would you be?
Wild Blue Yonder
What do you miss from your childhood?
Playing pick up sports games with the kids in the neighborhood
What three things would you take with you to a desert island?
Several Books, Picture of my Family and Sunscreen!