Owner, CFP®, EA
Steve Williams started his career in tax and financial services in 1988. He is a Certified Financial Planner CFP and Enrolled Agent EA licensed to represent taxpayers before the IRS. Steve specializes in working with individuals and businesses in retirement planning, investments, and financial services. As a former real estate agent, he is also well versed in many forms of real estate transactions.
Steve is a life long resident of California and resides in Costa Mesa with his wife and four children. Although he enjoys a busy work schedule, he is an avid surfer, soccer player, and coach.