Our Qualifications

We have been working with individuals and businesses in the area for several years.

Steven Pinedo has extensive personal and professional experience. He has worked in the financial industry since 2001.

Steven is a CERTIFIED FINANCIAL PLANNER ™ and is licensed to sell a variety of investment and insurance products.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more confident financial future.

We’re looking forward to using our experience to help you pursue your financial goals.