Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using efficient methods available.
Steven Pinedo
Financial Advisor
877-740-8809
Steven Pinedo is a Certified Financial Planner and Founder of Pinedo Financial Services. For 22 years, Steven has helped individuals and families improve their financial strength and stability. Steven demonstrates a special talent for translating complex financials issues into simple, understandable concepts. Only after understanding each client’s individual goals, is he able to create a comprehensive action plan. Steven thrives on helping develop budgets, guide teacher’s retirement plans, and preserve and transfer their wealth in a meaningful way.
Steven is passionate about his community and has held a long-term partnership with the Humans Helpling Humans Sacramento non-profit. This charitable organization serves their community by providing food and other necessities for the homeless in the Sacramento area. Their focus is to provide basic needs and social connection to individuals living on the street. They strive to meet people where they are and to see and listen to them as fellow Humans.
Steven is also an active board member of Community Hospice Foundation of Modesto Ca. The Community Hospice Foundation is a charitable organization established in 2001 to raise funds and awareness for Community Hospice. The mission of Community Hospice is to embrace individuals and families facing life-changing journeys, enhancing quality of life for all.
Steven and his wife Sanita enjoy spending time with their 6 children, traveling, hiking and creating memories and adventures. They recently reignited their passion for skiing and snowboarding and have started to introduce their children to the slopes. They enjoy exploring restaurants in the Sacramento, Roseville and Lake Tahoe areas.
Erika Everett
Administrative Assistant
877-740-8809
For the last 8 years, Erika has been the core of Pinedo Financial Services. As an Administrative Professional, she oversees client services, administrative duties, directing communications between clients and the team as well as organizing schedules and events.
Erika has lived in the central valley all of her life. She enjoys traveling, baking, NFL football and going to rock concerts. She and her son have a passion for Pit Bulls and work with local rescues to help find homes for shelter animals. Erika has a wonderful pit bull named Stanlee. She tries to bring awareness to others on this breed of dog as they are truly a wonderful breed and very misunderstood.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.