Owner / CEO
Steve specializes in Retirement/Financial Planning/Benefit Planning and Estate Planning for
business owners. He 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 over 150 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 1/1/2020 and over
$200 million of life insurance in force with his clients. Steve also manages over 150 group
medical contracts and over 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 2020. 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.
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 33 years, and being the father of
his two sons: Phillip 26 is a UCI Mechanical Engineer graduate who working for Irvine
Company and will be buying his first home 2020 and his youngest Grant 23 who Graduated
from UCI in 2019. Grant is already a Real Estate Agent and Graduated with his masters in June from the University
Nottingham in England. He has recently gotten his insurance license. He is a big part of CBB.
Steve’s Professional Philosophy: “I instruct my clients so they are informed enough to make
an educated decisions for them and their families. I pride myself on having the ability to simplify the complex industry I have been in for nearly 30 years. I want to educate each client so every decision made is done through logic rather than emotion. I hope to establish trust with each and every client, knowing my team has their best interest in mind at all times”