Steve Muñoz
Bakersfield
Contact:
Phone Number: (661) 836-8686
Email Address: smunoz@zukfinancial.com
Address:
5301 Office Park Drive
Suite 125 Bakersfield, CA 93309
Santa Ana
Contact:
Phone Number: (909) 592-2380
Email Address: smunoz@zukfinancial.com
Address:
1633 East 4th Street Suite 212
Santa Ana, CA 94559
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.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Zuk Financial Group or LPL Financial.
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