Steven Burdick Email & Phone Number
Owner @ Live Oak Wealth Management
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Steven Burdick Location
- Arroyo Grande, CA, US
Steven Burdick Work
- Owner @ (December 2008 - Present)
- Business Manager @ Crossroads Learning Network LLC (April 2006 - Present)
- Financial Advisor @ (May 1993 - December 2008)
Steven Burdick Education
- Biola University
BA (Psychology)
1984-1988
Steven Burdick Skills
- Entrepreneurship
- Wealth Management
- Forecasting
- Estate Planning
- Strategic Planning
- Customer Service
- Social Media
- Team Leadership
- Retirement
Steven Burdick Summary
- Steven Burdick, based in Arroyo Grande, CA, US, is currently a Owner at Live Oak Wealth Management. Steven Burdick brings experience from previous roles at Crossroads Learning Network LLC and VALIC. Steven Burdick holds a 1984 - 1988 BA in Psychology @ Biola University. With a robust skill set that includes Entrepreneurship, Wealth Management, Forecasting, Estate Planning, Strategic Planning and more. Steven Burdick has 1 emails and 3 mobile phone numbers on RocketReach.
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Top Live Oak Wealth Management Employees
Steven Burdick
Owner
Arroyo Grande, CA, US
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