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 Prime Capital Wealth Management.
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 with Prime Capital Wealth Management, Securities, Life, Health, and Disability Income Insurance license
- Previously appointed with AIC affiliate Ameritas Life Insurance Company, LLC
- Professional and Client references available on request
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors (“QPA”). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA, 2020 Financial Advisors and Private Client Services are separate entities and are not affiliated. ©2022 2020 Financial Advisors, LLC - All Rights Reserved.