Steve Cannon, Financial Planner
Steve has been in the financial services industry since 1996, and joined the Lincoln Financial Advisors team in 2002. Since then, he has continued to provide personalized, exceptional financial planning services, with a focus on employer-sponsored retirement plans. Steve is also passionate about empowering clients through financial education, and teaches a series of investment and financial planning seminars throughout San Diego and the Imperial Valley.
Steve specializes in creating comprehensive financial plans for participants in employer-sponsored retirement plans, including 403(b), 457(b), 401(k), and 401(a) plans. He takes a holistic approach, considering all aspects of a client’s finances as he helps to build and implement a customized financial plan. He works to understand each client’s goals, needs, risk tolerance, and more, to ensure their financial plan fits with their unique circumstances.
Steve attended the University of California at Santa Barbara, where he received degrees in both Business Economics and Communications. He has also received his CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Chartered Financial Consultant, and Chartered Retirement Planning Counselor™ designations.
To begin reviewing your current financial situation and planning to meet your goals, contact Steve at (619) 543-9995.