Steven Beck, AIF®, AWMA®, CFP®

Steven Beck, AIF®, AWMA®, CFP®

Managing Partner

Born in southern California, Steven grew up in Bigfork, Montana, a small town in northwest Montana. After serving in the United States Army, Steven moved back to California, where he earned his bachelors degree in Business Administration with honors from the University of California, Riverside.

Steven Beck is both a General Securities Representative and Investment Advisor Representative. He currently holds series 7 and 66 registrations through LPL Financial, as well as California Life, Health, Disability, and Long-term care licenses.

Steven is an Accredited Wealth Management Advisor, a designation that he earned from the College for Financial Planning in 2016, as well as earning his Accredited Investment Fiduciary designation in 2018 and Certified Financial Planner designation in 2020.

With his wide breadth of financial, business, and economic knowledge, Steven is able to help his clients navigate the pitfalls of imprudent investing while helping his clients pursue goals in various aspects of their financial lives, from risk management to investment strategies to estate planning.

LPL Financial, LLC is not affiliated with any other entities referenced.