LPL Financial
About
We have been providing comprehensive financial planning and investment management for over twenty years. Steve has earned the following designations: CFP, ChFC, CLU.
Our focus has been to provide quality education to help our informed clients make positive financial decisions with confidence. We also have a focus on providing cost effective active investment management and tax efficient income generation.
Highlights
Specialties
Comfort with finances
Career stage
Annual income
Service type
Photos and videos
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Frequently asked questions
What is your typical process for working with a new customer?
We start with an in depth gathering of personal and financial information. We then design a plan to meet the needs and goals of the client. The entire process includes on going fianncial education. Our goal is to have engaged and informed clients making wise financial decisions.
What education and/or training do you have that relates to your work?
ChFC, Chartered Financial Consultant
CLU, Chartered Life Underwriter
CFP, Certified Financial Planner
Bachelor of Science in Management, Golden Gate University