Steve brings the experience of a 35-year career in both the private and public sectors to his development and private client roles at Catalina Wealth Management. As a successful entrepreneur, Steve built and sold multiple private businesses and brings his valuable personal business experience and knowledge to his financial service relationships.
While serving on the boards of YMCA, The Jewish Federation, and as the chair of the Hillel Foundation at the University of Arizona, he developed a deep understanding of the essence of legacy and multi-generational planning. Steve leverages extensive relationships in developing key alliance and client relationships on a national basis.
As a personal financial advisor, Steve has built a practice committed to helping business owners and individuals achieve their personal and business objectives focusing on retirement and business succession planning, investment strategies, asset and income protection and estate planning.
Steve is a graduate of the University of Arizona with a degree in economics. He holds a Series 7 and Series 66 investment licenses, as well as his life and health insurance licenses.