Steven serves as a Financial Planner, working closely with his clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Steven covers all aspects of professional wealth management.
With over 10 years of experience in the financial services industry, Steven offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Steven served as a Portfolio Manager at a national independent registered investment advisory firm. Steven was involved in portfolio construction, financial plan creation and execution, investment management, and economic and investment research.
Steven earned a Bachelor of Science degree in Economics from Duke University. He is also a Chartered Financial Analyst as designated by the CFA Institute.
Steven enjoys the Sacramento Kings, reading, volunteering as a masters swim team coach, stand-up comedy, and above all, spending time with his dog Jada.
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