Steven has over 25 years of experience assisting retirees and investors save thousands of dollars with simple, clear and concise financial/tax plans. His passion is to inform, educate and assist people manage their financial affairs so they can enjoy a happy and stress free retirement. After graduating from USC in 1982 with a BS in Finance, he has worked in the financial management field as a CFO, controller and business owner.
3415 S. Sepulveda Blvd., Suite 1100
Los Angeles, CA 90034