1900 Embarcadero, Suite 305, Oakland, CA 94606
Prior to getting into the Financial Service and Insurance Industry, Steve had a successful career in the Technology industry.
Through SIS Services and Redhawk Wealth Advisors, Steve offers individual clients and businesses financial planning services and solutions to achieve their goals now and in retirement. Steve specializes in Retirement Planning, Long Term Care Planning, Insurance Solutions, Corporate Qualified and Non-Qualified Retirement Plans (Rollover and Individual), Educational Funding (529 Plans), and Charitable Planning.
He holds the Series 65 Securities License and Insurance License CA# OH70309.
He has lived and worked in the San Francisco bay area for 35 years.
After being a three starter for the Wyoming Cowboys Football team, Steve went on to achieve his B.S. Degree in Business Administration and M.S. Degree in Finance from the University of Wyoming.