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Steven Stakley

Steven Stakley began his career in the financial services industry in 1992 affording him extensive financial experience. His focus is on helping business owners and families protect their most valuable assets through long-term financial planning. He is experienced in implementing and managing comprehensive, tax-advantaged investment plans.

Steven has a Bachelor of Arts degree in business and economics from the University of California, Santa Barbara, as well as a master’s degree in business administration from the University of Southern California. Steven began his career in New York City in the financial services industry and has also worked on the floor of the Pacific Stock Exchange. His education and experience have brought a strong depth of knowledge to his practice.

Steven enthusiastically serves in both his church and community. He has been active with Big Brothers and Big Sisters of Orange County since 2000, and is an ambassador for the Fullerton Chamber of Commerce.

Steven and his wife, Wanda, live in Brea and have two children. They enjoy traveling and the outdoors.

B.A. – University California Santa Barbara

MBA – University of Southern California

Licenses & Certifications
FINRA Series 7, 63, 65, 55

CA Insurance License 0D76213

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN).  Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC; in UT as Equitable Network Insurance Agency of Utah, LLC; and in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed.  The information in this web site is not investment or securities advice and does not constitute an offer.  Wealth Management Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

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