Steven MacNear
Principal Owner Sebastopol at Sierra Ridge Wealth Management- Claim this Profile
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Bio
Credentials
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Series 7 Financial Securities License
Series 65 Uniform Investment and Advisor Law License
Experience
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Sierra Ridge Wealth Management
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United States
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Financial Services
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1 - 100 Employee
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Principal Owner Sebastopol
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Mar 2017 - Present
Retirement Planning, Tax Strategies, Estate Strategies, Risk Management, Education Funding, Investment Planning and Employee and Executive Benefits Retirement Planning, Tax Strategies, Estate Strategies, Risk Management, Education Funding, Investment Planning and Employee and Executive Benefits
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MetLife
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United States
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Insurance
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700 & Above Employee
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Financial Services Representative
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Mar 2010 - Mar 2011
- Advised clients in health and life insurance, disability income, long-term insurance - Investments, 401k planning, financial plans - Advised clients in health and life insurance, disability income, long-term insurance - Investments, 401k planning, financial plans
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Mml Investors Services
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United States
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Software Development
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1 - 100 Employee
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Regional Financial Services Representative
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Jan 2005 - Feb 2010
- Advised clients in health and life insurance, disability income, long-term insurance - Investments, 401k planning, financial plans - Advised clients in health and life insurance, disability income, long-term insurance - Investments, 401k planning, financial plans
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Education
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1971 - 1975
Antioch College
Bachelor's degree, Music Technology -
1970 - 1975
Antioch College
Bachelor's degree, Music & Engineering
Community
