Steven Fonda – Director/CFO
Steven is a seasoned financial professional, having held securities and insurance licenses and positions over the years with firms such as Smith Barney, Merrill Lynch, BA Investment Services, and GE Capital / Bank of America, he has profiled and analyzed investment products to develop customized financial strategies for clients' financial needs and sold both managed and non-managed stocks, bonds, ETFs and closed end funds to clients. Steven has sold various fixed and variable annuity and life insurance products and offered custom financial plans that are interactive for the clients financial goals, including estate objectives. He has offered many workshops and seminars on financial planning and investment education for existing clients and the local community. Steve received his bachelor of arts degree from San Diego State University.
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