Steven strives to create personalized financial plans tailored to his clients’ goals and objectives. He does so by providing the knowledge, expertise and education that clients need to make informed decisions about their financial futures. He believes engaging his clients in a straightforward manner allows them to make important financial choices with a clear head and without undue pressure.
He has worked as a financial advisor since 1994. Since joining Raymond James, Steven has found the right mix of independence and quality investment options to allow him to offer his clients the highest caliber service.
Steven earned his bachelor’s and master’s degrees from California State University. He is a member of the Financial Planning Association and has earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification.
A lifelong resident of Chico, Steven makes his home with his wife, Karen, and their children, Anton and Anya. When he’s not working to help better the lives of his clients, He enjoys spending time with family and friends.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.