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.