For over 20 years, Steve led a number of US and International businesses across a variety of industries including Sporting Goods, Interactive Entertainment, Toys and Travel Goods. Working in such places as London, Munich and Salzburg, he was successful in growing sales and profits at each company he worked for. Since 2012, Steve has been in the Financial Services field and utilizes his knowledge and past experience to educate and help individuals, families and businesses plan, achieve, and protect their financial futures and goals.
Areas of concentration include Wealth Management, Retirement Planning, Individual Investing, Tax Efficiency, Insurance (Life, Health, Disability and Long-Term Care), College Savings and company benefit programs (health, disability, 401K). When not working with clients, Steve teaches financial literacy classes to middle, high school and college students so they can learn the financial concepts that he was never taught, even after attending a nationally ranked business school.
Steve is committed to helping individuals, families and small businesses who are often overlooked by other companies in the financial services industry. He works with clients to create a customized strategy to protect them and their families while educating them about how financial decisions made today could impact their financial futures. The comprehensive plan incorporates the following six key areas for building a solid financial foundation: Cash Flow, Emergency Fund, Debt Management, Proper Protection, Asset Accumulation and Estate Preservation.
Once agreed upon, Steve has the ability to help implement such plans based on his relationships with numerous financial services providers, including mutual funds, active money managers and insurance
Integrity, Trust & Knowledge... As a registered representative and manager with Equitable Advisors, I strive to positively impact the lives of my clients, as well as those professionals with a passion for helping others through financial education and awareness. I leverage the knowledge, information and resources gathered over my twenty-plus years of industry experience to help experienced financial professionals refine and grow their practices and to mentor and develop aspiring financial professionals.
Steve went to the University of California at Los Angeles (UCLA) where he earned a BA in Economics. He also earned his MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill.
www.stevefelsen.equitableadvisors.com
CA Insurance License #: 0H78968