Steven's educational background includes a Master's of Business Administration Degree-Marketing from Golden Gate University in San Francisco, along with a Bachelor's of Science Degree - Finance from San Diego State University. Through LPL Financial, he holds FINRA 6, 7, 24, 31, 63, 66 and AP securities registrations. Steven is licensed for Life, Variable & Disability Insurance in the States of California and Arizona, along with a Long-Term Care Insurance license in California.