Since joining International Planning Alliance in 2007, Steven has focused his practice on helping families and small business owners achieve financial confidence for not only their lifetime but for generations to come. By getting to know what his clients are truly trying to achieve in life, Steven is able to help guide them on how to protect what they already have, grow their money as efficiently as possible for the future and eventually pass what they have built on to the people and causes they love and support. As part of his role as a Managing Director at IPA, Steve makes it his mission to mentor and guide new associates joining our industry so that they can also make a positive and lasting impact on their community.
When he is not working with clients or new associates at International Planning Alliance, Steven enjoys travel and spending time with his wife and daughters.
Series 7,63 & 65 Life, Accident & Health Licensed
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0I80894.