Senior District Manager
Steve Anderson is a Senior District Manager of the Newport Beach office. Mr. Anderson joined the firm after returning home from his studies at Waseda University, one of the top private universities in Japan. Prior to attending Waseda University, Mr. Anderson acquired a Bachelor of Arts degree in International Business from San Diego State University where he found his passion for finance. He currently holds Series 7, 66, 24, 6, 63 registrations, CA Life and Health Insurance License, and is a certified Citadel estate planning paralegal.
Steve specializes in helping individuals and families with all aspects of financial planning, while having a focus on Income Distribution and Estate Planning, as there is an ever-increasing number of Americans approaching retirement.