Steven has 19 years of professional experience in financial services providing personalized and practical financial advice to individuals and families.
Prior to joining TCFG Investment Advisors, Steven served as a Director for Miracle Mile Advisors and Vice President, Financial Consultant at Charles Schwab where he advised clients in areas of estate planning, wealth management, investment management and retirement planning.
Steven received his MBA, with honors, from Chapman University is 2019. He has several financial securities licenses including Series 7, 66, 9 and 10. Additionally, he holds a California State insurance license. Steven lives in Laguna Niguel with his wife Shelly and four wonderful children.