With over a decade of financial services experience, Steven understands the importance tax strategy and efficiency play in the financial well-being of families and small business alike. As a Certified Financial Planner (CFP®) and CTEC® registered tax preparer, Steven strives to compliment his tax preparation knowledge with his broader exp
With over a decade of financial services experience, Steven understands the importance tax strategy and efficiency play in the financial well-being of families and small business alike. As a Certified Financial Planner (CFP®) and CTEC® registered tax preparer, Steven strives to compliment his tax preparation knowledge with his broader expertise in the areas of asset allocation, wealth management, and estate planning, via comprehensive financial planning.
Steven is a California native, but spent his formative years growing up in northwest Montana. After serving in the United States Army, Steven relocated back to southern California and received his business degree with honors from University of California - Riverside. He currently resides in Murrieta, CA, where he has lived for 15 years, with his wife and two year old son.
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