Steven L. Myerson

Steve is a seasoned Investment Executive with over 40 years of experience in financial services. Specializing in retirement planning, estate transfer, tax strategies, education funding, and insurance solutions, he provides professional guidance to clients at various stages of their financial journeys.

Throughout his career, Steve has held key leadership roles, including Managing Director at Northwestern Mutual, Managing Associate at both New England Financial and MetLife, and an executive position with United Airlines.

Steve holds professional designations as a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU), both from The American College of Financial Services. He holds a Bachelor of Science in Economics from the University of California, Santa Barbara.

An avid golfer, Steve is also actively involved in charitable efforts within his community, reflecting his commitment to giving back.