Client Advisory

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.

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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