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.
Listed skills include Strategic Financial Planning, Wealth Management, Estate Planning, Financial Planners, and 19 others.
