Steve Pollock, Cfp®, Aif®, Ea Email and Phone Number
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Steve Pollock, Cfp®, Aif®, Ea personal email
Steve Pollock, Cfp®, Aif®, Ea phone numbers
Steven W. Pollock is a CERTIFIED FINANCIAL PLANNER™ professional (CFP) and provides investment management, financial planning, tax planning and preparation to his clients. Steven graduated from San Diego State University where he earned a Bachelor of Science in Business Administration and a Master of Science in Business Administration studying Financial and Tax Planning. He holds a FINRA Series 7 General Securities Representative (held with LPL Financial) and FINRA Series 66 Uniform Combined State Law and Enrolled to Practice before the Internal Revenue Service as an Enrolled Agent (EA). He is licensed in Life, Health and Property insurance and is a California State Registered Tax Preparer (CRTP). He believes clients benefit from his educational and interactive approach to the planning process by implementing strategies designed to enhance, preserve and protect their wealth. Prior to partnering with Reason Financial, Steven worked with an estate planning law firm, Armstrong, Fisch & Tutoli, where he specialized in the funding, management and distribution of client’s trust and estate assets. Steven lives in San Diego with his wife Jessica and two girls. Together they enjoy spending time outdoors and in good company of their friends and family.CA Insurance Steven W. Pollock #OE98073.I will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy.I will not accept trading instructions through this site.Specialties: Investment ManagementFinancial PlanningTax Planning and PreparationInvestment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.
Reason Financial: A Financial And Tax Company
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Financial And Tax AdviserReason Financial: A Financial And Tax Company Nov 2010 - PresentReason Financial is a wealth management firm in Southern California delivering comprehensive financial and tax solutions to our clients for over 25 years. We customize and implement financial plans that provide our clients with a focused approach in the growth, protection and distribution of their wealth. Our company’s strategies are designed to help ensure your investments are properly aligned and implemented to reduce exposures that may adversely affect your overall wealth goals. We help our clients by designing strategies and plan of action to work toward three main goals: • Enhance wealth and generate cash flow• Protect and preserve that wealth• Successfully transfer your wealth to the individuals and institutions important to you to secure your legacyInvestment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.
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Financial And Tax AdviserReason Financial: A Financial And Tax Company Oct 2010 - PresentGreater San Diego Area
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Registered Representative1St Global Jun 2006 - Sep 2020Through a partnership with 1st Global, Reason Financial provides a comprehensive suite of services and customized solutions that cover the spectrum of wealth management
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Financial And Tax PlanningArmstrong, Fisch & Tutoli, Attorneys At Law Jun 2006 - Oct 2010
Steve Pollock, Cfp®, Aif®, Ea Skills
Steve Pollock, Cfp®, Aif®, Ea Education Details
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Financial & Tax Planning
Frequently Asked Questions about Steve Pollock, Cfp®, Aif®, Ea
What company does Steve Pollock, Cfp®, Aif®, Ea work for?
Steve Pollock, Cfp®, Aif®, Ea works for Reason Financial: A Financial And Tax Company
What is Steve Pollock, Cfp®, Aif®, Ea's role at the current company?
Steve Pollock, Cfp®, Aif®, Ea's current role is Financial and Tax Adviser at Reason Financial.
What is Steve Pollock, Cfp®, Aif®, Ea's email address?
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What schools did Steve Pollock, Cfp®, Aif®, Ea attend?
Steve Pollock, Cfp®, Aif®, Ea attended San Diego State University.
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