Steve has a degree in Economics from Tulane University and completed his financial planning studies at Southern Methodist University.
Steve has worked in the financial planning field since 2007; he earned the CERTIFIED FINANCIAL PLANNER™ designation in 2009, and joined the Mosaic team in 2011. Steve is an Accredited Domestic Partner Advisor (ADPA) and a Certified Co-Active Coach® (CPCC). He received his training at the Coaches Training Institute (CTI), and is also accredited via the International Coach Federation as an Associate Credentialed Coach (ACC).
Steve currently serves as co-chair of the Professional Advisory Board of the Horizons Foundation. As a core part of his professional mission, he annually volunteers for SF Financial Planning Days, which provides local residents with access to free and objective advice. Steve recently co-organized the first of its kind pro bono planning day at the SF LGBT Center. He has also volunteered as a planner at the Jewish Community Center’s annual Aging Gracefully Fair, the SF Spanish Financial Advice Line and student planning days at the City College of San Francisco. Steve has been a speaker on planning topics for the Earned Asset Resource Network (EARN) and Treasure Island Job Corps.
As an experienced Bay Area financial planner, Steve has been interviewed by the Wall Street Journal, USA Today, Time, the San Francisco Business Times, and other publications, and he writes articles on a variety of financial topics, including cross-border planning, crowdfunding, and marriage planning.