Steve Shearn Email & Phone Number
President @ Quintes | Securing Retirement Outcomes
5 free lookup(s).
Steve Shearn Location
- Salinas, CA, US
Steve Shearn Work
- 2016 - now President @
- 2001 - 2015 Partner in Charge of Hayashi Wayland Retirement Plan and Investment Services @ Hayashi & Wayland
- 1986 - 2000 President @ Shearn & Associates, Inc.
- 1984 - 1986 Branch Manager @ Farzarolli & Davey
Steve Shearn Education
- California State University-Fresno
Bachelor of Science (Business Finance)
1976 - 1977 - Fresno City College 1973 - 1976
Steve Shearn Skills
- Estate Planning
- Series 63
- CPA
- Business Transformation
- Public Speaking
- Retirement Savings
- Pensions
- Fixed Annuities
- Wealth Preservation Planning
- Defined Contribution
- Insurance
- Retirement Planning
- Tax
- IRAs
- Estate Preservation
- Investments
- Finance
- 401k
- Retirement Plan Consulting
- Investment Advisory
- Asset Allocation
- Roth IRA
- Strategy
- Financial Services
- 457 Plans
- Wealth Management
- Mutual Funds
- Partnership Taxation
- Strategies
- 403 b
- Qualified Retirement Plans
- Wealth Accumulation
- Trusts
- Certified Financial Planner
- Customer Service
- Defined Benefit
- Disability Insurance
- Investment Advisory Services
- Profit Sharing
- Business Strategy
- 401k Rollovers
- Personal Finance
- ERISA
- Retirement
- Series 7
- Investment Management
- Management
- Business Development
Steve Shearn Summary
- Steve Shearn, based in Salinas, CA, US, is currently a President at Quintes. Steve Shearn brings experience from previous roles at Hayashi & Wayland, Shearn & Associates, Inc. and Farzarolli & Davey. Steve Shearn holds a 1976 - 1977 Bachelor of Science in Business Finance @ California State University-Fresno. With a robust skill set that includes Estate Planning, Series 63, CPA, Business Transformation, Public Speaking and more. Steve Shearn has 1 emails and 2 mobile phone numbers on RocketReach.
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