Steve Balaban Email & Phone Number
Certified Financial Planner® @ Financial Designs Ltd.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Steve Balaban Location
- San Diego, CA, US
Steve Balaban Work
- Certified Financial Planner® @ (May 2014 - Present)
- Vice-President @ (January 2006 - July 2012)
- Vice-President @ Smith Barney/Citigroup (September 1992 - July 2006)
- Financial Consultant @ Merrill Lynch, Pierce Fenner & Smith (January 1986 - September 1992)
- Registered Representative @ Buchanan & Company (January 1985 - January 1986)
Steve Balaban Education
- San Diego State University
Certificate in Personal Financial Planning through the SDSU Executive MBA program. (Financial Planning)
2000-2001 - University of Connecticut
Bachelor of Arts (Cultural Anthropology)
1973-1977
Steve Balaban Summary
- Steve Balaban, based in San Diego, CA, US, is currently a Certified Financial Planner® at Financial Designs, Ltd.. Steve Balaban brings experience from previous roles at UBS Financial Services, Inc, Smith Barney/Citigroup, Merrill Lynch, Pierce Fenner & Smith and Buchanan & Company. Steve Balaban holds a 2000 - 2001 Certificate in Personal Financial Planning through the SDSU Executive MBA program. in Financial Planning @ San Diego State University. Steve Balaban has 3 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Steve Balaban?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co