Managing Member
Current
Catalina Wealth Partners, Llc
Jul 2018 - Present
AeroLeads people directory · profile
Steven Sera, Aams® Email & Phone Number
Managing Member at Catalina Wealth Partners, LLC
at
Catalina Wealth Partners, LLC
1 work email found
@mhchealthcare.org
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Catalina Wealth Partners, LLC
Role
Managing Member at Catalina Wealth Partners, LLC
Location
Greater Tucson Area, United States, United States
Who is Steven Sera, Aams®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Steven Sera, Aams® is listed as Managing Member at Catalina Wealth Partners, LLC at Catalina Wealth Partners, LLC, based in Greater Tucson Area, United States, United States. AeroLeads shows a work email signal at mhchealthcare.org and a matched LinkedIn profile for Steven Sera, Aams®.
Steven Sera, Aams® previously worked as Managing Member at Catalina Wealth Partners, Llc and Wealth Management Advisor at Yellowstone Partners.
Company email context
Email format at Catalina Wealth Partners, LLC
This section adds company-level context without repeating Steven Sera, Aams®'s masked contact details.
*@mhchealthcare.org
68% confidence
AeroLeads found 1 current-domain work email signal for Steven Sera, Aams®. Compare company email patterns before reaching out.
Profile bio
About Steven Sera, Aams®
Steven Sera, Aams® is a Managing Member at Catalina Wealth Partners, LLC at Catalina Wealth Partners, LLC. He possess expertise in mutual funds, wealth management, asset allocation, retirement planning, investment advisory and 6 more skills.
Listed skills include Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, and 7 others.
Current workplace
Steven Sera, Aams®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Catalina Wealth Partners, Llc
6 roles
Steven Sera, Aams® work experience
A career timeline built from the work history available for this profile.
Wealth Management Advisor
Oct 2015 - Mar 2018
Wealth Management Advisor
Jul 2012 - Sep 2015
Vice President, Branch Manager
Jul 2009 - Jul 2012
Branch Manager, Business Development Manager
Jun 2006 - Jul 2009
Teller, Customer Service Specialist, Personal Banker, Small Business Specialist
Teller, Customer Service Specialist, Personal Banker, Small Business Specialist
May 2002 - Jun 2006
FAQ
Frequently asked questions about Steven Sera, Aams®
Quick answers generated from the profile data available on this page.
What company does Steven Sera, Aams® work for?
Steven Sera, Aams® works for Catalina Wealth Partners, LLC.
What is Steven Sera, Aams®'s role at Catalina Wealth Partners, LLC?
Steven Sera, Aams® is listed as Managing Member at Catalina Wealth Partners, LLC at Catalina Wealth Partners, LLC.
What is Steven Sera, Aams®'s email address?
AeroLeads has found 1 work email signal at @mhchealthcare.org for Steven Sera, Aams® at Catalina Wealth Partners, LLC.
Where is Steven Sera, Aams® based?
Steven Sera, Aams® is based in Greater Tucson Area, United States, United States while working with Catalina Wealth Partners, LLC.
What companies has Steven Sera, Aams® worked for?
Steven Sera, Aams® has worked for Catalina Wealth Partners, Llc, Yellowstone Partners, Ferguson Investment Services, Pllc, Jpmorgan Chase & Co., and U.S. Bank.
How can I contact Steven Sera, Aams®?
You can use AeroLeads to view verified contact signals for Steven Sera, Aams® at Catalina Wealth Partners, LLC, including work email, phone, and LinkedIn data when available.
What skills is Steven Sera, Aams® known for?
Steven Sera, Aams® is listed with skills including Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, and Strategic Financial Planning.
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