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Ready to solve your financial challenges and gain confidence and clarity in your financial decisions?

Frequently Asked Questions.

No, financial planning is a value-added service for clients with assets under management with Invest with Steve. We do offer financial planning service to the immediate family of clients with assets under management. If you are interested in discussing investment management with Invest with Steve, schedule a no obligation consultation.

I am both a CERTIFIED FINANCIAL PLANNER™ professional and CFA® charterholder, both prestigious and rigorous designations requiring in-depth knowledge of all aspects of an individual’s financial life. Combining both designations provides a solid foundation for investment management and financial planning and offers a unique perspective which is not commonly found in the profession, with less than one percent of advisors in California holding a CFA Charter. I also hold an MBA from the University of California, Irvine.

My clients range in age, need and complexity. I specialize in helping imminent retirees, small business owners and executives with high-net worths, maximize their financial potential. While I often assist small business owners and busy corporate professionals, I do not offer project based financial planning or assist with small business 401K management. All of our financial planning services are offered in part with investment management.
We charge a percentage of assets under management and maintain a minimum investment requirement of $500,000. We are a fee-only fiduciary so you’ll know exactly what you’ll pay for services, based on the assets we manage. Financial planning services are a value added service for our clients with assets under management through Invest with Steve. Connect with us or review the pricing section of our website.
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