Steven Loerke Email & Phone Number

As a financial advisor, I've had the incredible privilege of witnessing the impact that financial choices can have on individuals' lives. Whether it's the exponential growth from smart decisions or the setbacks caused by missteps, I've seen it all.Having been raised in the dynamic landscape of the San Francisco Bay Area, amidst the innovation and hustle of Silicon Valley, I intimately understand the unique challenges and aspirations of tech entrepreneurs and hardworking individuals striving to build wealth.My philosophy is simple yet powerful: success is built on focus, consistency, and a proven repeatable process. That's what I bring to every client relationship.So, what's my role? I'm here to be your financial partner, guiding you through the complexities of financial planning and empowering you to make decisions aligned with your goals.Think of me as your personal trainer for your finances—sometimes you might not feel like showing up, but you'll always feel better after you do.Ready to get started? Let's start by answering some important questions:• What financial goals matter most to you?• What does money mean to you beyond just numbers?• How do you see your financial resources shaping your life and those of your loved ones?In 2020, I founded Redwood Advisory Group, committed to providing clients with an unparalleled fiduciary experience. Upholding the fiduciary standard isn't just a box to check—it's the foundation of my practice. Your best interests will always come first.Before Redwood, I spent 15 years at UBS Financial Services in San Francisco, guiding over 75 individuals and families, managing more than $250 million in client assets. My expertise covers financial planning, investment management, portfolio construction, mortgage and lending solutions, equity compensation, and strategic collaboration with legal, tax, and insurance advisors.When I'm not immersed in financial planning or refining investment strategies, you'll find me enjoying the slopes in Lake Tahoe, chasing birdies on the golf course (though often settling for bogies), or passionately cheering on my beloved 49ers.Let's connect and embark on a journey to elevate your financial well-being together!

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  St. Mary'S College Of California

  Business Administration