Bachelor of Science-Finance Santa Clara University, 1994
Santa Clara, CA
Menlo Park, CA
"If you believe you can, you will. If you believe you can't, you're right."
To this day, Steve's clients continue to benefit from his high quality background of experience in the professional services industries. You will gather an idea of his knowledge and expertise upon reviewing his career background below.
Net Worth Solutions - Founder and Advisor - Scottsdale/Phoenix, AZ
(2004 to present)
Steve founded Net Worth Solutions in 2004 as a continuance from his 7+ years at Morgan Stanley, where he was a financial advisor in their downtown Palo Alto, CA and Scottsdale, AZ offices. He was fortunate enough to find his true bliss - the investment advisory business - upon hiring with Morgan Stanley in 1996 and has since continued via his own advisory firm. He has developed Net Worth Solutions on the belief that there is simply a better and more efficient way to have your portfolio and financial life managed. Net Worth's business model incorporates a proper blend of the "old school" aspects of money management and the "new world" reach and efficiency of the internet, software technology and social media. The efforts behind Net Worth Solutions will continually revolve around the desire to be at the "front end of the curve" as it relates to relevant innovation in the investment advisory business.
eTaxPro - Founder and Tax Professional - Phoenix, AZ
Steve founded eTaxPro to better serve individuals and their tax preparation and advisory needs. As an IRS registered tax preparer, Steve is well-versed in many matters that relate to not only his client tax matters...but how they correlate and are affected by their portfolio management, tax planning and estate planning needs and goals. Reference: www.etaxpro.net
Morgan Stanley - Financial Advisor - Palo Alto, CA & Scottsdale, AZ
(1996 to 2003)
Actively advised and monitored client portfolios, with an emphasis on institutional money management (separate accounts), mutual funds, variable annuities and exchange-traded funds (ETFs); orchestrated and administered detailed investment, retirement and estate plans; collaborated with client CPAs and attorneys on investment, wealth, tax and legal matters.
Abbott, Stringham & Lynch - Accountant - Campbell, CA
(1994 to 1996)
Broad experience in many matters of accounting and taxation of businesses and individuals. Responsibilities included company financial statement audits, reviews and compilations; preparation of corporate, partnership, trust and individual tax returns; fields of experience included closely-held businesses, professional services, real estate, high-technology and non-profit organizations.
O'Donnell, Prieston & Cahill - Legal Clerk - Menlo Park, CA
(1990 to 1992)
Jack-of-all-trades legal office clerk for this estate planning law firm. Duties included the management and organization of all estate planning client files, court filings, internal law office papers/files/processes/attorney calendars.
skills, expertise and noteworthy
» experienced financial professional of 20+ years.
» expert background in matters of employee equity compensation (ISOs, NQSOs, Restricted Stock).
» highly adept in matters of portfolio management, estate planning and wealth management.
» manager of "serious money", not "play money".
» expert in exchange-traded funds (ETFs), mutual funds, variable insurance products and separately managed accounts.
» believer in use of low-cost investments, as applicable.
» experience in & exposure to the legal and accounting professions greatly enhances both Steve's personal and advisory firm's approach to working with individual investors.
» focused on high-cost-efficiency of business operations.
» collaborator with premier software, internet/financial technology & social media solutions.
» well-spoken and well-read, gregarious personality.