Partner | Wealth Advisor
Steven has served the San Joaquin Valley community for 30 years. Steven’s extensive experience enables him to help his clients structure balanced portfolios to address their specific financial goals with respect to risk tolerance and long-term planning. Steven graduated from California State University, Fresno with a Bachelor of Arts degree in Economics and a minor in Business Finance. Steven holds securities registrations Series 7, 8, and 63 with LPL Financial and Series 65 with Ford Financial Group. Steven also holds a California Insurance License.
Committed to helping his community prosper, Steven is active with Central California Adaptive Sports, Off the Front, and the Central Sierra Historical Society.
Away from the office, Steven enjoys skiing, bike riding and spending quality time with his wife Tracy and two children, Tanner and Trent.