Phone: (619) 282-1182
Fax: (619) 282-3219
Steve is a financial professional with Independent Capital Management. He works with clients to educate and to present them a clear picture of their financial future.
Steve joined ICM in 1997 as a financial advisor with SagePoint. He has help hundreds of individuals, by creating precise financial strategies that help achieve his client’s financial goals.
As a former Coast Guardsman, Steve has dealt with complex problems in the most dangerous of situations. The Coast Guard has trusted Steve with the responsibility to operate multi-million dollar vessels while safely leading his crew. He has earned the Coast Guard Achievement Medal for his leadership, four Commandants’ Letter of Commendations, and two Coast Guard Good Conduct Medals and was Coast Guardsman of the year in 1994, while stationed at Crescent City, California. He also was Coast Guardsman of the Quarter while serving on the Coast Guard Cutter Tahoma.
Steve, his wife and two children reside in San Diego, Ca. He participated in the Coast Guard Educational Partnership program to develop skills in leadership and business organization. He enjoys family, bowling, body surfing and fishing. Steve has volunteered in elementary school classrooms, as a Big Brother, and served three years as the booster president for a high school football team.
Steve looks forward to building long lasting relationships with his clients. He is a licensed life agent, holds the series 7, series 63 registrations and is an Estate planner with the Citadel Law firm.