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Steve Sousa

Founder at The AFI Group - Advanced Financial Independence Group

Intro Book

Steve Sousa is a seasoned finance expert with 50 years of experience in strategic planning, retirement planning, and business development, holding a Bachelor's degree in Business Administration from the University of Nevada-Reno.

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Location

Tustin, California, United States, US

Skills

Finance
Strategic Planning
Retirement Planning
Investment Strategies
Insurance
Customer Service
Business Strategy
Business Development
Marketing Strategy
Real Estate
Financial Planning
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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Steve Sousa has an impressive 50+ years of experience in finance, which is extremely rare. His experience as a founder and managing director of two companies, The AFI Group and Advanced Financial Concepts, adds to his credibility. He also holds a Bachelor's degree from the University of Nevada-Reno, which is a reputable institution. Skills like finance, strategic planning, and business development are in high demand, especially in the financial services industry. Considering his extensive experience, education, and skills, I would estimate his hourly rate to be around $250. This is slightly lower than what top financial experts might charge, but it's still a very competitive rate given his level of experience and credentials.

Bio

Generated by

Topline AI

Steve Sousa is a seasoned professional with extensive experience in finance, strategic planning, and business development. As the Founder of The AFI Group - Advanced Financial Independence Group, he has been leading the company since 1974. Sousa has also held key positions at Advanced Financial Concepts, where he served as Managing Director from 1978 to 2020. He holds a Bachelor's degree in Business Administration and Management from the University of Nevada-Reno, and has developed expertise in areas such as retirement planning, investment strategies, and customer service. Proficient in multiple languages, Sousa brings a unique blend of skills and experience to the table. With over 50 years of experience, he has established himself as a trusted authority in his field. Sousa's expertise spans finance, marketing strategy, and real estate, making him a valuable asset to any organization.

Experience

The AFI Group - Advanced Financial Independence...
- Tustin, California, United States
- Founder
  - Jan 1974 - Present
  - Tustin, California, United States
Advanced Financial Concepts
- Tustin, Ca
- Managing Director
  - 1978 - May 2020
  - Tustin, Ca

Education

1966 - 1969

University of Nevada-Reno

1966 - 1969

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Steve Sousa

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate