Steven creates, implements, and monitors strategies that help his clients grow and transfer wealth. He guides them with the same transparency he would his own family, and his mission is to fully understand each client’s situation and goals so he can educate them and give them clear guidance about their options. By offering valuable insight and assistance managing their finances, he lifts a burden from his clients’ shoulders and allows them to focus on what’s important to them. He specializes in wealth accumulation strategies, retirement income distribution, and generational wealth transfer.

Growing up, Steven’s family didn’t have a clear understanding of finances or how to best prepare for their future, and this ultimately led him to choose a career in financial services. He attended the University of California, Riverside, and in 2016, just after graduation, he joined Foresters Financial, a fraternal benefits society headquartered in Canada. There he gained expertise in working with CA state employees to maximize their CalSTRS/PERS, 457, and 403b benefits. His client base grew, and in 2018, he moved to New York Life, allowing him to offer a more comprehensive service for his clients’ evolving needs. In 2020, he earned his Retirement Income Certified Professional^® (RICP^®) designation from the American College of Financial Services. He is currently pursuing the Chartered Financial Consultant^® (ChFC^®) designation and the CERTIFIED FINANCIAL PLANNER™ (CFP^®) designation from the American College of Financial Services. He has a bachelor’s degree in economics and administrative studies. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and holds FINRA series 6, 63, 7, and 66 securities licenses.

In his free time, Steven enjoys playing and watching basketball. He is part of two adult leagues (“Back and Body Hurts” and “Net Profit”), and his favorite team is the Los Angeles Lakers. He also likes to fish, hike, camp, cook, and travel with his fiancée Joselyn and their friends. He and Joselyn got engaged in February of 2022 and are planning a wedding for April of 2023. Steven’s parents, Bernadette and Gervacio, emigrated from the Philippines, and he and his two sisters were all born and raised in Southern California. He currently lives in Duarte, California, and has a German Shepherd named Kobe.

Awards

• Qualifying Member of Million Dollar Round Table (MDRT) – 2020, 2021, 2022

• Member of New York Life’s Executive Council (2019, 2020) and President’s Council (2021)