Steve has over 30 years' industry experience and has been with LPL Financial since 1991. Since joining LPL Financial, Steve's primary business model has been fee-based investment advisory services, offering a greater degree of flexibility in assisting clients with their investment goals. Areas of focus are portfolio construction, client education, retirement income planning, and qualified plan rollovers. Managed account profiles include individuals, trusts, retirement/qualified retirement plans, and non-profit organizations serving clients in 15 states. He is a graduate of California Polytechnic State University, San Luis Obispo, with a Bachelor of Science degree in Business Administration and concentration of study in Financial Portfolio Management. Steve is a Member, Kingdom Advisor.
The financial consultants of Green Wealth Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Titus Wealth Management, a registered investment advisor. Titus Wealth Management and Green Wealth Management are separate entities from LPL Financial.