Steve R. Muñoz is a Financial Consultant with Zuk Financial Group and is located in San Dimas, California. A Registered Representative for National Planning Corporation, Steve holds FINRA Series 6 and 63 licenses. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through his investment and financial consulting practice, Steve represents a complete spectrum of mutual fund families, annuities and life insurance related programs.
Steve utilizes his experience to educate his clients on strategies designed to achieve financial security. With a degree in Finance, Steve believes that the key to a successful long term financial planning relationship is consistent communication, along with a plan designed to address the unique needs and goals of each and every client.
A specialist in retirement planning, Steve is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Steve has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). He also does seminars on investment and retirement planning for small businesses and non-profit organizations. Steve has earned a reputation for explaining difficult subjects in a style that is easily understood.
An avid outdoorsman and fisherman, Steve loves to fly fish the mountain streams and lakes of the Sierra Nevadas and take long range fishing excursions off the coast of Southern California.
CA Insurance Lic.# 0022986 |