Steve Smith

Vice President

Steve Smith, Registered Principal and Registered Investment Advisor, is vice president of Imprimis Financial.  Steve has over 30 years extensive experience in retirement planning, investments and insurance consulting.  He works closely with plan sponsors to provide recommentations and investment options, providing education and monitoring of the investment performance.   In addition to working with plan sponsors, Steve does benchmarking of personal investments, transitioning clients from accumulation to distribution of assets.  He also provides wealth management services.

Steve is a graduate of the University of Tennessee and holds a Bachelors of Science degree in Business Administration.  He holds Securities License Series 6, 26, and 63, 65, OSJ Principal and is an Investment Advisor Representative.

 

California Life Insurance License #0609039

Phone 626-325-2002, Ex. 102
Fax 626-387-9214