Steve Pitchford

Steve Pitchford

Director of Tax and Financial Planning
Sacramento, California, United States

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Work Experience

Towerpoint Wealth

Director of Tax and Financial Planning

2018-01-01 - Present

First Love Yourself, Inc

Treasurer

2018-12-01 - 2021-12-01

Sabbatical

Travel in Southeast Asia

2017-02-01 - 2017-10-01

BOS

Tax Advisor & Portfolio Manager

2015-08-01 - 2017-02-01

Wetherby Asset Management

Investment Associate

2013-10-01 - 2015-07-01

Deloitte Tax

Senior Tax Consultant at Deloitte

2011-01-01 - 2013-09-01

UBS Wealth Management

Financial Analyst Intern

2009-06-01 - 2009-09-01

Skills

wealth management investment planning financial planning retirement income planning rsu & stock option management strategic portfolio management charitable giving retirement planning economic peace of mind removing the hassle wealth protection tax minimization

Languages

No Languages Available