Steve Munoz

Phone Number:

Email Address:
1633 East 4th Street
Suite 212
Santa Ana, CA 94559
United States

Steve R. Muñoz is a Financial advisor with Zuk Financial Group with offices located in Bakersfield and Santa Ana, California. Steve is an Investment Advisor Representative (IAR) with, and holds his FINRA 6, 63, registrations held through LPL Financial & 65, registration held with Valley Wealth Strategies. FINRA 66 held through Valley Wealth Strategies and LPL Financial. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through his financial services, 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 that seeks to financial independence. With a degree in Finance, Steve believes that the key to a successful long term financial relationship is consistent communication, along with a strategy designed to address the unique needs and goals of each and every client.

Steve has presented retirement planning seminars to schools, colleges, and professional organizations. Steve has knowledge of 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 strives to explain difficult subjects in a style that is easily understood.

Steve’s other passion, beside his practice, is spending time with is family. His spouse Veronica is a Dual Emerging Teacher in the Capistrano Unified School District. They have two children, a son Estevan, and daughter Vera. Whenever he gets a chance he enjoys playing golf, practicing Jiu Jitsu and taking Salsa lessons. Steve and his family reside in the city of Santa Ana California.

CA Insurance Lic. #0022986

Securities offered through LPL Financial, Member FINRA/SIPC Zuk Financial Group and LPL are separate and unrelated companies.