Steven is a Financial Advisor at Sterling Wealth Partners. He assists with conducting portfolio analysis and helps to prepare client meetings. He also assists at company events when needed. He holds Series 7 and 66 registrations and is licensed to sell insurance.
Steven attended California State University, Fullerton where he graduated with a Bachelor’s in Business Administration with a Concentration in Finance. His passion for finance drives his work here at Sterling Wealth Partners. Steven has a background in client service and enjoys volunteering at his church. He believes his experience and education will position him for success.
In his free time, Steven enjoys outdoor activities, especially with friends and loved ones. He grew up in Southern California playing basketball and baseball. He remains a big sports fan.