Investment Advisor Representative
Steve is a native Californian having grown up in Orange County, California. In 2001, he moved his family to Murrieta and his Financial Firm to Temecula, California where he currently maintains his office.
He has been providing sound financial advice since 1981. He began his financial career with Mass Mutual and Minnesota Mutual as a representative providing Estate and Insurance Planning. After several years in Life Insurance, he decided to broaden his horizons by obtaining his FINRA series 7, 65, 6 & 63 Licenses to provide Professional Investment Advice and Management along with a broader range of Financial Planning Services. For several years Steve has worked alongside with an Accounting Firm, Temecula Financial Services, to provide additional benefits for his clients including professional Tax Planning.
Steve has been married to his wife Natalie for 37 fantastic years and they have 5 wonderful children along with a current count of 6 energetic grandchildren. Steve and Natalie are currently empty nesters. He enjoys basketball, hiking, tennis, pickle ball, and water sports in his free time.