Steve has maintained a Wealth Management practice for over thirty years in the UTC/Golden Triangle area and advises over 120 individual, corporate and qualified plan clients with over $185 million in brokerage and advisory assets through LPL Financial. Steve has a Masters in Business Administration (MBA) in Finance from the University of San Diego and a Bachelor of Science degree in Economics from the University of California at Davis. He has held the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation since 1988. In 2015 Steve was recognized as a “Five Star Professional Wealth Manager”* by San Diego Magazine.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth Managers do not pay a fee to be considered or placed on the final list of 2015 Five Star Wealth Managers.