Steve McCutcheon

IFW Financial Professional Steve McCutcheon IFW Financial Professional Steve McCutcheon
  • Redwood Tax Mitigation
  • California

As the Director at Redwood Tax Mitigation, Steve McCutcheon, brings over 35 years of experience in the finance industry. My journey began as a fixed income investment advisor at New York Life Securities, where I honed my skills and established a solid foundation in financial matters.

My areas of expertise span across employee benefits, executive compensation planning, tax, and retirement income planning. In my current role with Redwood Tax Mitigation, I am driven by a single-minded focus on assisting clients to achieve their financial objectives. I utilize innovative strategies to reduce taxes, maximize wealth, and plan for a comfortable retirement.

My client-centric approach involves comprehensively evaluating their current financial status, pinpointing potential problem areas, and recommending fitting options. To deliver top-notch service and accurate advisory, I deploy market-leading technology and stay updated on industry trends.

My commitment to helping clients mitigate risk and attain their financial goals has been the cornerstone of my career. My rich experience, strategic insights, and dedication to client success make me a reliable ally in navigating the complex world of finance and tax planning.


  • Retirement Income Specialist
  • Life, Accident & Health Licensed
  • Annuity & Long Term Care Licensed


  • Retirement Income Planning
  • Asset Maximization
  • Wealth Protection
  • Annuity Specialist

Steve McCutcheon

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