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. 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. Please give me a call so I can show you how I can address all of your investment needs.

 

Recognized by the firm as a member of the prestigious President's Club for his outstanding contributions.

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Wedbush Next

Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.

With Wedbush NEXT clients can:

• Open a Wedbush NEXT spend account
• Set and manage savings goals
• Access curated automated investing portfolios

To get started, use your mobile phone to scan the QR Code below. If you're already on your phone, just tap the Code!

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