A More Secure Financial Future for You and Your Family
Steve is steadfastly committed to building a more secure financial future for you and your family through hard work, personal diligence and staid professional advice.
Keeping It Can Be Harder Than Making It
Building, maintaining and transferring wealth can be an intricate and complex undertaking not to mention time consuming. It involves many varied and highly specialized aspects of investment, tax and estate planning. As a Certified Public Accountant (Inactive) and Registered Investment Advisor Agent, Steve provides a unique perspective and is ideally suited to address your specialized wealth planning needs and concerns. With Steve’s approach you get the tremendous added advantages and synergies of a truly comprehensive integrated approach.
Personal Wealth Management and Estate Conservation
As a Certified Public Accountant (Inactive), Steve is a highly specialized, experienced professional with over 25 years of combined expertise in the areas of accounting, tax, and financial planning. He is a Certified Public Accountant (Inactive) and a Registered Investment Advisor Agent. Previously Steve was with the prestigious international public accounting firms of PriceWaterhouseCoopers LLP and Ernst & Young LLP for over ten years as an expert in accounting and auditing and also spent over five years in the high-tech industry which included a start-up that grew to over $400 million in sales. Presently he has been specializing in personal wealth management, estate conservation and financial consulting.
Steve received his Bachelor’s of Science in Accounting from California State University Sacramento and has made a career out of life long learning. When he’s not working he enjoys travel and leisure which includes golf, tennis, biking, and snow skiing.