Steve first discovered his interest in finance and investments shortly after graduating from The University of Arizona in 1993 with a BS in mechanical engineering. He accepted a position in an intensive training program along with twenty other recent graduates. Steve’s first employer, a Fortune 500 company, offered excellent health and retirement benefits. “I was surprised and slightly embarrassed that my new coworkers and I were baffled about what choices to make among all the retirement and investment options presented to us during the new employee orientation,” stated Steve. It was then that he realized the education system does not address the bas