MST
Golden Gate University-San Francisco CA
Master of Science in Taxation - graduated with Honors
BS
San Francisco
State
University
emphasis Accounting - graduated Magna Cum Laude
Licensed
CPA-California & Hawaii (full attest license)
Licensed
California
Real Estate Broker
Certified Fraud Examiner
Educational programs in process (concurrently):
Certificate in Estate Planning - Golden Gate University
Certificate in Financial Planning - UC Berkeley Extension
CFP® - Preparing to sit for the Certified Financial Planner Exam, with the goal of adding CFP® to Steve's list of professional and educational credentials.
Educational growth is one of Steve's highest priorities. Financial/tax planning is always in a state of change, refinement and flux. Steve believes in the benefit of a strong academic and practical professional background, for both the benefit of his clients and his own personal growth.
Association of Certified Fraud Examiners
