http://www.sterlingwpartners.com/commenting-guidelinesSterling Wealth Partners: “A Firm Dedicated to the Highest Quality Advice & Service”Experienced and professional—our team of advisors, in conjunction with licensed tax and legal partners, use a holistic approach to ensure that every aspect of your financial life is addressed. This includes Investment Management, Retirement Income Planning, Social Security Strategy, Risk Management, Tax Strategy, Estate Planning, and Legacy Planning.Our goal is to deliver a Sterling experience from start to finish—to ensure clients get the attention and service they deserve. We are dedicated to our profession and committed to improving and adapting our strategies to optimize the client experience.Serving Southern California and clients across the country.Visit our website at www.sterlingwpartners.comScot Landborg and Steven Murphy are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. Also, Susan Green is a registered non-solicitor of USA Financial Securities Corp., A registered investment adviser located at 6020 E. Fulton St., Ada, MI 49301. Sterling Wealth Partners is not affiliated with USA Financial Securities Corp. CA License Scot #0G89727, Susan #0H46068, Steven #4142833. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
View Top Employees from Sterling Wealth PartnersWebsite | http://www.sterlingwpartners.com |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Address | 17332 Irvine Blvd Suite 130, Tustin, California 92780, US |
Phone | (714) 592-7705 |
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Industry | Financial Services, Finance General, Finance |
Competitors | DCH Wealth Management, JEHM Wealth & Retirement, Prism Financial Group, L.L.C., Stockade Wealth Management |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
Looking for a particular Sterling Wealth Partners employee's phone or email?
The Sterling Wealth Partners annual revenue was $1 million in 2024.
Steven Murphy is the Director of Financial Planning of Sterling Wealth Partners.
5 people are employed at Sterling Wealth Partners.
Sterling Wealth Partners is based in Tustin, California.
The NAICS codes for Sterling Wealth Partners are [5239, 523, 52, 52393].
The SIC codes for Sterling Wealth Partners are [628, 62].