Presenter Details
Steve Smith
Steve Smith

Imprimis Financial

Vice President of Marketing

(626) 325 - 2002

Steve Smith, Registered Principal and Registered Investment Advisor, is vice president of Imprimis Financial.  Steve has over 30 years extensive experience in retirement planning, investments and insurance consulting.  He works closely with plan sponsors to provide recommendations and investment options, providing education and monitoring of the investment performance.  In addition to working with plan sponsors, Steve does benchmarking of personal investments, transitioning clients from accumulation to distribution of assets.  He also provides wealth management services.

Steve is a graduate of the University of Tennessee and holds a Bachelors of Science degree in Business Administration. He holds Securities License Series 6, 26, and 63, 65, OSJ Principal and is an Investment Advisor Representative.

About Imprimis Financial

Imprimis Financial is committed to helping clients pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them with sound financial information.

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