As a caring advisor, Steve strongly believes in providing comprehensive financial solutions to his clients. By taking into account clients’ time horizon, risk tolerance , objectives, investment experience and expectations, Steve creates custom plans with asset allocation specifically tailored to his client’s needs.
Steve has more than three decades of experience in the financial services industry, and has served as Managing Director at Trafalgar Funding, Vice-President-Investments at Merrill Lynch and Director of Sales for American Group Financial Corporation. He earned a Bachelor’s Degree in Economics from Bucknell University in Lewisburg, Pennsylvania. While in the Army Steve was an Airborne Ranger and served as a Platoon Leader in the 101st Airborne Division in Vietnam. A highly decorated combat officer, Steve in recent years has been honored by the 101st Airborne Division, Bucknell University, The Sigma Chi Fraternity and his hometown of Massapequa N.Y.
Steve serves as a volunteer financial consultant/fundraiser for four not for profit corporations that benefit active duty service men and women and veterans. He lives with his wife Linda in Westlake Village, California and have three children, Craig, Destiny and Stephen and two grandsons.
General Securities License (Series7)
Securities Agent and Investment Advisor Representative (Series 66)
General Securities Sales Supervisor (Series 9/10 )