Steve joined Adero Partners in 2020 as a Financial Planning Associate, where he obtained his Series 65. He now works as a Wealth Advisor, servicing clients throughout California.
Before joining Adero Partners, Steve was in the Marine Corps and is a Veteran of Operation Enduring Freedom.
Steve graduated from the University of San Francisco with a Bachelor of Science in Business Administration with a concentration in Finance.
My career in wealth management started as a curiosity about personal finance while I was in the Marine Corps. That curiosity, fueled by the mentorship and work experience of a professor I had in college, evolved into a passion for helping clients achieve their financial goals.
The necessity to adapt. Every client is different. Whether it’s the goals our clients want to achieve, their risk tolerance in the markets, how they like to communicate, or how simple or complex their financial lives are, wealth managers, need to improvise, adapt, and overcome to meet the client where they are and help them get to where they want to go.
Adero is a one-stop shop for all things wealth management. We are responsible for ensuring our clients get personalized bespoke guidance on all their financial decisions. We are the client’s family CFO.
How our clients think about their wealth is for them to decide and for our team at Adero and me to help them achieve.
I enjoy going to restaurants with my wife on weekends, golfing, getting together with friends, and attending concerts or comedy events. I enjoy good company and conversation.
I would play “the Dude” from “The Big Lebowski. The Dude initially comes off as a laid-back, hapless character who enjoys simple things like bowling, listing to music, and among other things, White Russians. He portrays an everyman archetype who seems to live a Zen-like detachment from the stresses and pressures of modern life. A true unlikely hero in a complex, confusing plot that is life.
The most influential book I have read is “Gödel, Escher, Bach: An Eternal Golden Braid.” The book raises some profound questions about the nature of meaning, creativity, consciousness, and the limits of formal systems, which have important implications for our understanding of ourselves and the world around us.
Whether you have a specific question or you're interested in learning more about our tailored approach to managing your wealth, we would like to begin a conversation with you.