Steven Buck, Financial Advisor located in Ladera Ranch, CA

Financial Advisor
Steven K Buck

MBA, CFP®, CEPA®
111 Corporate Dr Ste 250, Ladera Ranch, CA 92694opens in a new window
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Fishing
  • Hiking
  • Outdoor Enthusiast
  • Scuba Diving

Team Members

  • Phyllis Abraham
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Phone

(949) 391-6760

Fax

(888) 491-1084

Office Address

111 Corporate Dr Ste 250
Ladera Ranch, CA 92694opens in a new window

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