IFW Certified Financial Professional
Steven is the Founder and Manageing Director of Humanities Advisors and has worked in the financial industry since 1986. His goal in joining the financial sector is to increase each client’s understanding of how utilizing their money and other assets can positively impact their life goals and economic wellbeing.
Steven spent ten years of his career at CitiGroup and six years training advisors across the country before establishing his firm. He’s focused much of his expertise on helping the public sector navigate its financial options and continues to offer this targeted knowledge through the financial division of Humanitas.
He places a high value on helping others and in knowing that others can depend on him to help them reach their goals in life.
“I get up each day with the goal of making my life and the lives of others truly better by helping them make appropriate financial decisions.”
Steven studied at both Whittier College in CA and Roosevelt University in IL. He believes in and lives by the importance of devoting time to helping others and spends much of his time in the service of others, especially youth. This conviction has opened up opportunities around the need to provide financial guidance and education to younger generations.
Steven is very thorough in his work. His clients can trust that he’ll produce desired results by listening to and understanding their needs then creating a strategy to help them reach their goals.
Outside of the office, Steven and his wife Charna enjoy horse riding, scuba diving and water skiing. For relaxation, they enjoy traveling, with Jamaica being their absolute favorite spot and Japan coming in a close second.