Steve Carder, MBA, CFP®, CRPC®

Private Wealth Advisor

Steve has a practice focused on:

  • small business owners

  • professionals

  • executives

  • retirees

Through a comprehensive, objectives-based financial planning process, he delivers un-biased, strategic, and prudent advice designed to help his clients toward achieving their wealth and family goals.

He works closely with his clients' CPAs, attorneys, and other advisors, integrating their efforts to implement viable strategies in the most tax-efficient and cost-effective manner.  Steve utilizes proprietary national resources to address the coordination gaps and missed opportunities of those who have done substantial financial planning and believe they are "all set." Planning can include:

  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Business Owner Planning
  • Insurance Strategies

Affiliated with Sagemark Consulting, a division of Lincoln Financial Advisors for over 17 years, Steve has earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification; a graduate of the University of Colorado, and earned an MBA from Pepperdine University.  He also participates in the local chapters of the Financial Planning Association (FPA®) and Pepperdine alumni group.  Steve lives in Irvine and has two children.

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Phone (949) 474-6834
Fax (949) 474-6801
Mobile Phone (714) 585-9500