Steve Munoz

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Steve Muñoz focuses on working with clients to create long-term, personalized financial plans while overseeing the implementation and monitoring of an agreed upon plan. Steve holds a B.A. Degree in Finance with a concentration in Financial Planning from California State University, Fullerton. Steve has offices located in Bakersfield and Santa Ana, California. He has been a practicing financial advisor for close to 20 years.

Steve holds licenses for FINRA Series 6 and Series 63 with LPL Financial and Series 66 with LPL and Valley Wealth Strategies; Long Term Care; and Life Insurance. As a specialist in retirement planning, Steve is frequently invited to present educational seminars for a variety of businesses, professional organizations, and public entities.

 CA Insurance License. #0022986

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial. 

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