What do you enjoy most about wealth management?
Managing wealth is more than managing money. It is about helping people connect their financial life with their hopes and dreams. It also allows our clients to have us as a trusted partner for life’s big decisions.
How should people think about their wealth?
People should think about wealth as the gas in the tank that helps them keep the wheels turning. With many people living longer and spending more, proper planning can pay off when you need it most. Don’t focus on wealth to just accumulate it – use it to help you and your family get to your desired destination in life.
What do you love most about being part of PCFS?
I love the feeling I get when I walk in the door. Our team is always connecting with each other and our clients. I like the work we do to help people. I have developed relationships over decades with our clients and I really enjoy keeping up with the stories of their lives.
What do you love to do outside of work?
I enjoy time with my wife Gloria and sons Tony and Danny. I ride my bike and hike to still be able to fit in my suit. I have been playing golf more lately and enjoy learning from my sons about golf and life. I also enjoy real estate projects and am frequently challenged by complex remodeling ideas.
Investment Advisor Representative, The Pacific Center for Financial Services
OSJ Branch Manager, Cetera Advisor Networks LLC.,
Investment Research Director, The Pacific Center for Financial Services
CA Insurance License #0688002
Steve has provided financial planning services since 1985. He has conducted hundreds of seminars on financial planning, estate planning and retirement strategies for employees of companies such as Pacific Bell, SBC, AT&T and Chevron.
- Certified Financial Planner (CFP), College for Financial Planning, since 1985
- Bachelor of Science, Financial Planning, Golden Gate University
- Member of a professional team of financial planners
Steve enjoys his time off with his wife Gloria and sons Tony and Dan.