Steve Branton, Msfp, Cfp®, Cpcc Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, United States

San Francisco Bay Area

San Francisco Bay Area

Private Ocean is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. The Private Ocean team seamlessly integrates personal financial planning and institutional-class investing.I help clients make smart financial decisions - decisions that connect the dollars and cents with what’s most important to them personally. My work includes assessing clients’ long-term financial paths and managing portfolios to support their goals. I am passionate about partnering with clients to offer objective and thoughtful advice about all areas of their finances so they have confidence in and ease with their financial lives.Helping clients understand their financial situation: the reality of where they are now and the possibility of where they can go in the future.With Private Ocean, you enjoy the direct support of a close-knit team of seasoned advisors and operations specialists. They listen closely to you, plan with you, develop investment strategy with you and monitor all your portfolio activity. Each of them embraces your goals as their own. Each contributes to making you feel confident, informed and in control at all times.

San Francisco, Ca

I work with clients on all aspects of the financial planning process, including relationship management, plan preparation and investment portofolio creation provide strategic input and recommendations and follow through for new and existing clients.

San Francisco, Ca

-Develop global strategies through risk analysis, investment performance and asset class diversification-Co-lead quarterly meetings and determine action items and time frames for completion-Manage charitable donor funds, CRUTs, and IRAs, as part of year end tax and philanthropic planning-Help set direction of company goals, procedures, mission and monitored compliance program-Assist CPAs with cost basis, tax reporting, charitable gifting, IRA and 401(k) funding -Work with estate attorneys to implement account retitling, beneficiary changes and trust funding

-Produced quarterly reports, balance sheets, cash flow & asset allocation reports-Executed wires, trades, journals and gifts; submitted new account applications; monitored ACATs-Monitored macroeconomic events and business cycle indicators and produced client alerts as needed-Carried out ongoing mutual fund, stock and ETF monitoring and new investment research as needed-Prepared quarterly billing, uploaded fees and monitored insurance commissions-Helped select life, disability and LTC insurance carriers, coverage amounts, riders and terms

Masters Of Advanced Financial Planning

Certified Coach, Life Coaching

Certificate In Financial Planning, Financial Planning

Activities and Societies: Junior Year Abroad, Madrid, Spain, Universidad ComplutenseFinancial Planning

Bachelor Of Arts, Economics, Latin American Studies

Activities and Societies: Degree in Economics, Minor in SpanishEconomics