As the owner of 20/20 Financial Advisers of Cardiff by the Sea, LLC, Stephen, along with his associates, provides investment and insurance related products and services to businesses and individuals through his registration with Private Client Services. Steve is also registered as an Investment Advisor Representative (IAR) with 20/20 Financial Advisers and provides fee based financial planning and fee based investment services to clients through his relationship with 20/20 CMI.
He has extensive experience in the areas of business continuation, employee fringe benefits, and retirement planning for corporations and the self-employed.
Steve has taught classes and seminars on retirement planning, pension plans, disability, and life insurance. While living in Phoenix, Arizona, he was a frequent guest commentator on The Keith DeGreen Personal Finance Show on KFYI Radio from 1991-93. One of the original founders of 20/20 Financial Advisers, he was inducted in the UNIFI Hall of Fame in 2013.
- Investment Advisor Representative of 20/20 CMI, Securities, Life, Health, and Disability Income Insurance license
- Previously appointed with AIC affiliate Ameritas Life Insurance Company
- Professional and Client references available on request
- Investment Advisor Representative (IAR) with 20/20 Financial Advisers