“Steve is an exceptional advisor and team leader who brings incredible intelligence and heart to serving our clients,” said Greg Friedman, CEO and Founder of Private Ocean. “We are proud and honored to welcome Steve to the partnership and look forward to his continued contributions to Private Ocean.”
Steve has worked in the financial planning field since 2007; he earned the CERTIFIED FINANCIAL PLANNER® designation in 2009, and joined the firm in 2011. Steve is an Accredited Domestic Partner Advisor (ADPA); he has received special training on the issues affecting non-traditional clients, such as unmarried couples, domestic partners or same sex couples, as well as the financial and legal issues related to marriage planning. Steve earned the Certified Co-Active Coach® (CPCC) credential. He received his training at the Coaches Training Institute (CTI), and is also accredited via the International Coach Federation as an Associate Credentialed Coach (ACC).
As an experienced Bay Area financial planner, Steve has been interviewed by the Wall Street Journal, USA Today, Time, the San Francisco Business Times, and other publications, and he writes articles on a variety of financial topics, including cross-border planning, crowdfunding, and marriage planning.
IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Ocean, LLC [“Private Ocean”]), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Private Ocean. Please remember that if you are a Private Ocean client, it remains your responsibility to advise Private Ocean, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/ evaluating/ revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Private Ocean is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Private Ocean’s current written disclosure Brochure discussing our advisory services and fees is available for review upon requestor at www.privateocean.com. Please note: Private Ocean does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Private Ocean’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please also note: If you are a Private Ocean client, please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.