Owner / CEO
Steve specializes in Retirement/Financial Planning/Benefit Planning and Estate Planning for business owners. He by default has become a top tier broker on life, health, and disability insurance programs given the needs of his clients. As of 1/1/2020 he presently works closely with 170 small to mid-size and high net worth business owners, professional athletes, executives, individuals and families.
Steve graduated with a B.S. degree in Business Administration from Pepperdine University in 1986, holds Series 6 (Investment Company and Variable Contracts Exam), 63 (Uniform Securities Agent State Law Exam), 65 (Uniform Registered Investment Adviser Law Exam) and 7 (General Securities Representative Exam) securities, and is an Investment Adviser Representative of FMN Capital Corporation. Steve also received his PFP (Personal Financial Planning) accreditation from UCI in 1996.
Steve manages over 100 million of others assets as a planner in total as of 1/1/2021 and over $200 million of life insurance in force with his clients. Steve also manages over 75 group medical contracts and 30 group company retirement contracts to include but not limited to: SEP/Roth Ira’s to MP/PS/DB/DC/Simple’s/Qualified and Non-Qualified plans as well as various types of 401k retirement plans.
Steve motivates and helps his clients set and achieve retirement goals with usage of the appropriate retirement options given their own unique set of circumstances at hand. He will often tell his clients,” You can have your cake and eat it too” (Live or Die Planning) It is possible to do the right thing and protect your family and be confident with the right Spiritual & Financial planning team working alongside you.
Steve was a member of the U.S. Olympic Volleyball team from 1986-88 but did not make the Seoul Korea Olympic roster. He was a two-time NCAA Volleyball Champion at Pepperdine University from 1985-86, (He was the NCAA MVP in 1986) and a team member of the Maccabi Games in Israel in 1983 playing for the USA. He also played professionally in Switzerland from 1988-90. He continues to compete in the USVBA volleyball championships from 1986 thru 2021. Most recently in 2019 in Columbus Ohio his 50’s Team won the Gold and in the 55’s he took home the Silver in May of 2019. He was voted 1 of 6 All American status in both divisions. His team won the Gold in the 50’s and 55’s at the World Huntsman Sr. games in Oct of 2019 in Utah as well. In June of 2021 Steve will be competing once again with his 50+ and 55+ teams in Louisville Kentucky in the USVBA Nationals so wish him luck.
Steve’s accomplishments and winning history as a dedicated team player continue to help him to collaborate and motivate with his clients to reach their fullest potentials, goals and successes both personally and professionally. But, Steve will tell you that his greatest accomplishment is being married to his lovely wife Donna for 35 years, and being the father of his two sons: Phillip (27) is a UCI Mechanical Engineer graduate who working for Northrup Grumman. He bought his first home 2020. Grant (24) my youngest Graduated from UCI in 2019 and got his master's in 2020 from the University of Nottingham.
Steve's Professional Philosophy: "I instruct my clients so they are informed enough to make an educated decision about their families' accumulation and protection plans. I seem to be able to simplify the different options people have so they understand exactly what it is they are doing and why. I will earn my client's trust through a lifetime of meeting their changing needs."
Financial Management Network, Inc.
California Insurance License #0B23703
FMN Capital Corporation*
* Member FINRA & SIPC. Accounts are carried by NFS, LLC a Fidelity Investments Company, Members FINRA & SIPC
Check the background of this investment professional on FINRA’s BrokerCheck: http://brokercheck.finra.org
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