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Biography

Steven is a Partner in the Santa Barbara office. His team has considerable experience in real estate transactions including more than 50 current properties held through five Real Estate Partnerships.

Learn more about my practice.

Education

  • B.S. in Business Administration from Arizona State University
  • M.S. in in Financial Planning from San Diego State University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Board President; SB Estate Planning Council;
  • Board President; Hope School District;
  • Chair of Investment Committee: SB Channel Island YMCAs;
  • Chair Investment Committee; Direct Relief (4th largest nonprofit in U.S.).

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