* Solid Financial Experience:
- Over 20 years professional experience.
- Steve's Background includes financial & investment consulting, public and private accounting, and insurance advising.
- He's worked in the Tax & Private Business Division of a Major International Accounting Firm.
- He's been providing financial advisory services for over 7 years.
* Knowledgeable, Educated, Ethical:
- Steve's earned the Certified Financial Planner(CFP) designation.
- As a CFP he has demonstrated experience, education in Financial Planning,Tax Planning, Employee Benefits, Retirement Planning,Estate Planning, Investment Management, and Insurance.
- Steve's earned a degree in Economics from the University of California.
* Financial Planning Credentials:
- Steve is a Certified Financial Planner (CFP).
- He's a Registered Securities and Investment Advisor Principal with Foothill Securities, Inc.
- Steve ranks among the top 4% insurance agents worldwide. (The Million Dollar Round Table.)
- He's been elected President of the Marin Association of Insurance & Financial Advisors (MAIFA).
- California Life and Health Insurance licensed.
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