Steve Soja, Managing Director at J.P. Morgan Wealth Management, dedicates his career to helping clients and their families by providing comprehensive financial services designed to meet their unique needs. With over 25 years of wealth management experience, Steve has a particular proficiency with concentrated stock, stock option management and diversification strategies, pre- and post-liquidity planning and tailored portfolio management. His commitment to his clients has led him to recognition as a top wealth advisor in California by Forbes from 2018 to 2022 and by Barron’s in 2021 & 2022. Steve holds the Certified Investment Management Analyst (CIMA) and Chartered Private Wealth Advisor (CP