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 happier and less stressful 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.
Capitalizing on his experiences, in 1998 he opened his own private financial firm focusing on financial planning, investment management, tax planning, and estate planning. He is Enrolled Agent(EA) IRS designation. He has his series 6 and 63 and is an "Investment Advisor Representative" along with Insurance license. Steven has also written 3 books, mainly on tax planning topics and currently resides in Playa Del Rey California with his wife Adrienne of 16 years.
Investment advisory services offered through The Retirement Income Group LLC, a California Registered Investment Advisor and Brookstone Wealth Advisors, LLC (BWA), an SEC Registered Investment Advisor and an affiliate of Brookstone Capital Management, LLC. BWA and The Retirement Income Group are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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