- Investment Security Corporation Registered Representative
- Licensed Securities Broker with FINRA
- Fully Licensed California Life Agent
Steve joined HCR in 1998 and has 20 years of experience in the financial services industry. He spends time with clients to develop personalized investment portfolio strategies, points out exposure and potential risks to ensure that clients are ready for unexpected curve balls. He specializes in working with clients who are going through life transitions (ex. retirement, widowhood, selling a business).
Prior to joining HCR, Steve worked at Prudential Insurance and he has an MBA with an emphasis in finance from Pepperdine’s Graziadio School of Business and Management.
When asked what surprised him most about humanity, the Dalai Lama answered: “Man. Because he sacrifices his health in order to make money. Then he sacrifices money to recuperate his health. And then he is so anxious about the future that he does not enjoy the present; the result being that he does not live in the present or the future; he lives as if he is never going to die, and then dies having never really lived.”
Important Career Moment
Helped a client build a financial plan 20 years ago and have been able to watch each step come to fruition over the years
Awards & Causes
LA charter schools, coaching sports at LA public schools
Arts & Entertainment
Books: Start With Why by Simon Sinek, Outliers by Malcom Gladwell and The Art of War for Small Businesses by Becky Sheetz-Runkle
Playing basketball, spending time with my family (wife and three sons)