Delivering insightful advice Building on a foundation of trust

Steven DeMatteo

Senior Vice President - Wealth Management
Certified Exit Planning Advisor (CEPA®)
Wealth Advisor

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Carmel Valley
12220 El Camino Real
Suite 400
San Diego, CA 92130

Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.


Creating your legacy

Creating a legacy that lasts

Planning for the lifestyle you want

Planning for the lifestyle you want