Steven joined Manchester Financial in 2021 from Fidelity Investments where he helped over 500 families with their financial wellness. “A goal without a plan is just a wish” are words that he takes to heart when working with his clients. Steven has been in the financial industry since 2011 and brings experience as a Portfolio Manager responsible for over $500 million in client assets, and equity trader for a $10 billion Registered Investment Advisor.
Steven is a veteran of the United States Marine Corps, after which he completed his BS in Finance from Penn State University, and MBA with a concentration in Finance from the University of Pittsburgh Katz Graduate School of Business.
A Pennsylvania native, Steven enjoys living in California with his wife and young daughter. In his free time he enjoys spending time with his family outdoors, traveling and exploring all that Southern California has to offer.