Serving Greater San Diego Area.
As a member of the NettWorth Financial Group, Steve has worked with hundreds of clients in the financial planning arena to help them reach their retirement goals. Steve is a Financial Advisor located in San Diego, California. He was born in Southern California where he has lived for the majority of his life and still resides with his wife Kristin in their home in Escondido California.
Steve acquired a degree in International Business and Finance from San Diego State University. He also studied Behavior Finance for several years at Waseda University in Tokyo, Japan. While in College, Steve began his career interning for Bloomberg in Tokyo. Upon returning to Southern California he became an independent financial advisor for Independent Capital Management in Newport Beach, CA. Steve spent his time at ICM as an advisor and grew to a Senior District Manager where he spent time Managing his clients' retirement plans as well as training and managing a team of 17 financial advisors. Looking to allocate 100% of his time with his clients and their retirement he joined the NettWorth Financial Group in 2015.
Steve has over 7 years of experience working in the financial industry and holds the FINRA Series 7, 66, 24, 6, 63 as well as Annuity, Life and Health Insurance designations. Steve has expanded his knowledge of estate planning by earning his CCESP (Certified Citadel Estate Planning Paralegal). Steve's focus is on understanding his clients’ goals and values to be able to provide direction and solutions necessary to achieve a sense of confidence.
Steve and Kristin enjoy many outdoor activities including golfing, fishing and camping with their dogs Kuma and Moose.