Steve Siepak
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Steve Siepak Email & Phone Number

Wealth Management Specialist at Cetera Financial Institutions
Location: Whittier, California, United States 6 work roles 1 school
1 work email found @cetera.com 1 phone found area 310 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@cetera.com
Direct phone (310) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Cetera Financial Institutions
Role
Wealth Management Specialist
Location
Whittier, California, United States
Company size
935 employees

Who is Steve Siepak? Overview

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Quick answer

Steve Siepak is listed as Wealth Management Specialist at Cetera Financial Institutions, a company with 935 employees, based in Whittier, California, United States. AeroLeads shows a work email signal at cetera.com, phone signal with area code 310, and a matched LinkedIn profile for Steve Siepak.

Steve Siepak previously worked as Internal Advisory Business Consultant at Cetera Financial Group and Advisory Business Consulta at Cetera Financial Group. Steve Siepak holds A.S., Business Management from Cypress College.

Company email context

Email format at Cetera Financial Institutions

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{first}.{last}@cetera.com
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AeroLeads found 1 current-domain work email signal for Steve Siepak. Compare company email patterns before reaching out.

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Profile bio

About Steve Siepak

FINRA Series 7, 24, 63, 66

Listed skills include Alternative Investments, Mutual Funds, Series 7, Series 63, and 11 others.

Current workplace

Steve Siepak's current company

Company context helps verify the profile and gives searchers a useful next step.

Cetera Financial Institutions
Cetera Financial Institutions
Wealth Management Specialist
Whittier, CA, US
Website
cetera.com
Employees
935
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Company profile
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6 roles · 26 years

Steve Siepak work experience

A career timeline built from the work history available for this profile.

Wealth Management Specialist

Cetera Financial Institutions

Whittier, CA, US

Internal Advisory Business Consultant

Current
Cetera Financial Group

Los Angeles, California, United States

Apr 2018 - Present

Advisory Business Consulta

Cetera Financial Group

El Segundo, CA

Currently supporting fourteen states and approximately 1800 advisors with sales and technological support for Cetera's fee-based platforms. Portfolio construction, casework and platform navigation are where most of my efforts are focused.

Apr 2018 - Oct 2021

Director, Mutual Funds And Alternative Investments

National Planning Holdings
Jan 2008 - Nov 2017

Network Marketing Coordinator

Pacific Life
2000 - 2007 ~7 yrs

Area Sales Representative

American Funds Distributors

Brea, CA

Jul 1995 - Jul 2000
Team & coworkers

Colleagues at Cetera Financial Institutions

Other employees you can reach at cetera.com. View company contacts for 935 employees →

AM Amy Morrison Amy Morrison Colleague at Cetera Financial Institutions San Diego, California, United States, United States View → GB Gary Brown Gary Brown Colleague at Cetera Financial Institutions Los Angeles, California, United States, United States View → BG Brandon Griffis Brandon Griffis Colleague at Cetera Financial Institutions Jacksonville, Florida, United States, United States View → PB Paul Baessler Paul Baessler Colleague at Cetera Financial Institutions Bennington, Nebraska, United States, United States View → CP Calla Poulos Calla Poulos Colleague at Cetera Financial Institutions Greater Hartford, United States View → AS Andrew Sauter Andrew Sauter Colleague at Cetera Financial Institutions Greater Tampa Bay Area, United States View → HB Harish B Harish B Colleague at Cetera Financial Institutions United States, United States View → AN Ahmad Najib Ahmad Najib Colleague at Cetera Financial Institutions Los Angeles, California, United States, United States View → CM Chelsea Mcmahan Chelsea Mcmahan Colleague at Cetera Financial Institutions Rolling Meadows, Illinois, United States, United States View → ZK Zyril Kristine Zuniga Zyril Kristine Zuniga Colleague at Cetera Financial Institutions South Gate, California, United States, United States View →
1 education record

Steve Siepak education

FAQ

Frequently asked questions about Steve Siepak

Quick answers generated from the profile data available on this page.

What company does Steve Siepak work for?

Steve Siepak works for Cetera Financial Institutions.

What is Steve Siepak's role at Cetera Financial Institutions?

Steve Siepak is listed as Wealth Management Specialist at Cetera Financial Institutions.

What is Steve Siepak's email address?

AeroLeads has found 1 work email signal at @cetera.com for Steve Siepak at Cetera Financial Institutions.

What is Steve Siepak's phone number?

AeroLeads has found 1 phone signal(s) with area code 310 for Steve Siepak at Cetera Financial Institutions.

Where is Steve Siepak based?

Steve Siepak is based in Whittier, California, United States while working with Cetera Financial Institutions.

What companies has Steve Siepak worked for?

Steve Siepak has worked for Cetera Financial Institutions, Cetera Financial Group, National Planning Holdings, Pacific Life, and American Funds Distributors.

Who are Steve Siepak's colleagues at Cetera Financial Institutions?

Steve Siepak's colleagues at Cetera Financial Institutions include Amy Morrison, Gary Brown, Brandon Griffis, Paul Baessler, and Calla Poulos.

How can I contact Steve Siepak?

You can use AeroLeads to view verified contact signals for Steve Siepak at Cetera Financial Institutions, including work email, phone, and LinkedIn data when available.

What schools did Steve Siepak attend?

Steve Siepak holds A.S., Business Management from Cypress College.

What skills is Steve Siepak known for?

Steve Siepak is listed with skills including Alternative Investments, Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Series 6, and Asset Allocation.

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