Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security.
Steve has put his clients on track to building more than $86 million of additional wealth they would not have had otherwise, through safe, proven financial strategies. That’s why his clients think of him as their “secret weapon,” helping them build and safeguard their wealth.
One of only 250 financial advisors in the country who have successfully completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 8 years and has been in the financial services business for 28 years. He holds a MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve’s articles on financial planning have appeared in many publications including The Daily News and Senior Life.
Steve lives in the San Fernando Valley area of Los Angeles with his wife, Zena,
and their daughter, Samantha. When Steve’s not working, or at family activities, you may find him traveling, playing golf or just watching a ball game. Steve is also active in the community, including his synagogue and the American Cancer Society, of which he is a past recipient of the “Outstanding Achievement in Legacies and Planned Giving” Award for his work in helping substantial donors save taxes and earn income by doing good.
In order to provide his clients the level of service he believes they expect and
deserve, Steve only takes on a small number of new clients each year who are committed to achieving lifetime financial security.