First Step


The first step is to contact us:

Call us at 562.384.7837 or

Email us: info@StepFinancial or

Click on the link below to schedule a meeting.

STEP Financial can help get your financial life under control. We can help protect you and your family. We can help you have a better future.


If you want unbiased professional help, contact a fee-only planner like STEP Financial. We advise on how best to save, invest and grow your money. We look at all of your assets from a macro viewpoint and understand the interplay of your various assets.


STEP Financial specializes in People ready to improve their financial situation.:


* The time is now to start thinking about retirement and

* It is time to start making your dreams a reality.


We are a fee-only Registered Investment Advisory firm which means that we are a fiduciary and put your interests first in all of our planning.


Our planners hold the Certified Financial Planner (CFP) designation and are held to the highest standards of ethics. CFPs are licensed and regulated and are required to take mandatory classes on different aspects of financial planning. They must pass a rigorous test about the specifics of personal finance.


Please set up an appointment for a free 30-minute Introductory meeting where we can discover how we can best help you.

Call Us at 562.384.STEP


  • "Remember your dreams and fight for them. You must know what you want from life." - Paul Coelho

  • "Failing to plan is planning to fail." - Alan Lakein Lakein

  • "Never underestimate the power of dreams and the influence of the human spirit." - Wilma Rudolph

  • "Before beginning, plan carefully." - Marcus Cicero