Steven J. Carder,  CFP<sup>&reg;</sup> - Financial Advisor

Steven J. Carder, CFP®

MBA, CRPC®

Private Wealth Advisor

Sagemark Consulting / Lincoln Financial Advisors

18400 Von Karman Ave, Suite 400
Irvine, CA 92612
FINANCIAL ADVISOR'S WEBSITE
(949) 474-6834

General

Steven Carder is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sagemark Consulting / Lincoln Financial Advisors in Irvine, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA, CRPC

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Lincoln Financial Network

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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