Steve Pitchkolan

Biography

I am Financial Advsior who is passionate in delivering a consistent, yet customized, wealth management plan. My biggest value is that the client comes first and that I am able to listen and understand each individual to properly address their unique needs. I specialize in the delivery of wealth creation and preservation. It is important to craft an appropriate investment strategy and provide continuous monitoring of your portfolio.

My style works as follows:

• Understand client needs
• Establish goals and objectives
• Develop appropriate strategies
• Implement strategic plan
• Monitor, measure, and review progress

I am committed to my clients and my unique value proposition. I will offer service, performance, and solutions. Please give me a call so I can show you how I can address all of your investment needs.

SPECIALIZATIONS

• Alternative Investments
• Annuities and Insurance
• Asset Management
• Financial Planning
• Mutual Funds
• Retirement Planning
• Stocks and Bonds
• Wealth Management

Credentials

• B.A. Business Admnistration Western State College of Colorado
• Series 7,63,and 65 licensed
• California insurance license #0A26219

Mission Statement