Our Team
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
916-712-2864 (voice only)
877-740-8809
Steven Pinedo is a Certified Financial Planner® professional and Founder of Pinedo Financial Services. For over 20 years, Steven has helped individuals and families strive to 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 Helping 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 a former 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.
Alyssa Flynn
Office Manager
Alyssa Flynn is the Office Manager for Pindeo Financial Services. With over six years in the financial services industry, she brings a strong background in client support, organization, and day-to-day operations. Alyssa thrives to be attentive, responsive, and ensure daily servicing needs are met with efficiency and care.
She graduated from the University of Nevada, Reno with a Business Management degree. Since graduating, she has worked across multiple areas of the financial sector, including mortgage servicing, private banking, and supporting independent financial advisors.
Originally from Lake Tahoe, Alyssa loves spending time outdoors—especially skiing and hiking. She recently moved from Boise to Rocklin and lives with her two cats, Nala and Tarzan. Outside of work, she enjoys playing softball, traveling to new places, trying different foods, and spending quality time with family. She’s visited 17 countries so far and is always looking forward to her next adventure.
Erika Everett
For 8 years, Erika was the core of Pinedo Financial Services. As a former Administrative Professional, she oversaw client services, administrative duties, directing communications between clients and the team as well as organizing schedules and events.
We take this opportunity to thank Erika for all the years she has been working with us. It was a privilege to work with her and her work ethic and proactive attitude were an example to us all. She will be missed!
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.