Based on his own experience as a senior executive, Steven employs a consultative approach to helping individuals, already successful in their own chosen profession, define and pursue their financial goals. In working with his clients, many of whom are corporate executives and small business owners, he provides detailed, in-depth and comprehensive analysis from an independent and objective point of view. In addition, Steven enjoys working with clients who may be relatively new to the world of finance and looking for clear, concise advice and guidance in what sometimes can be a confusing and complex industry. Steven has earned the CPWA (Certified Private Wealth Advisor) designation, which i