It was the 1970s when Steve earned his undergrad degrees in Economics and Fine Art/Theater from Fairleigh Dickinson University. (And if it seems there is no connection between business and theater, think again.) After working off-off Broadway for several months, Steve ditched the idea of a life on stage and turned his energies to building and operating a chain of restaurants in the East Coast, which kept him occupied and flush for more than a decade. But sunny winters beckoned and in 1984 Steve moved to California where he started a new career in real estate, which encompassed sales, management, financing, investing, and marketing. As president and CEO of Susana Oaks Financial, Inc. since 1997, Steve has served as financial advisor for hundreds of clients in need of transaction structure, budgeting, and behavior modification to enable them to achieve their life goals.
In 2008, graduating at the top of his class, Steve earned his MBA in Finance California Lutheran University. Following through on his true love and career goal, Steve started teaching Organizational Behavior and Financial Principles at CLU. He loves working with students to help expand their knowledge base and their careers. Learning should be challenging, interesting, and fun. It is with this enthusiastic philosophy that Steve approaches his classes.
Areas of Expertise
- Corporate Finance
- Personal Financial Planning
- Real Estate
Financial Planning Career
1995 to Present: Self-employed Certified Financial Planner™. Establish financial plans for individuals; provide business and insurance planning for small businesses; provide investment advice; prepare personal budgets and retirement plans; and prepare S corporation and estate tax documents. Specializes in the Middle Class market. Fee Only.
1986 to 1996: Real estate broker specializing in re-financing of residences for recently laid off personnel. Assisted clients in establishing budgets and finding new careers.
Part-time business and law instructor in the Los Angeles Community College District from 1973 to 1976.
Since 1976, taught various finance and business courses on a part time basis for University of California and CSU Extension Systems, graduate courses at CLU and Northrop University, and financial planning courses for College of Financial Planning. Also taught in-house courses.
JD and BS (Accounting), UCLA
Active Licenses and Registrations
Certified Financial Planner (CFP)®
Chartered Financial Consultant (ChFC)
Enrolled Agent with IRS (EA)
Full Time Faculty