Steve Munoz

Phone Number:

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

Steve R. Muñoz is a Registered Representative with Zuk Financial Group and is located in San Dimas, California. A Registered Representative for LPL Financial, Steve holds FINRA Series 6 & 63 registrations. He is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through his investment and financial consulting practice, 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 designed to achieve financial security. 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 several retirement planning seminars to schools, colleges, and education 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.
An avid outdoorsman and fisherman, Steve loves to fly fish the mountain streams and lakes of the Sierra Nevada’s and take long range fishing excursions off the coast of Southern California.

CA Insurance Lic. #0022986
Securities offered through LPL Financial, Member FINRA/SIPC Zuk Financial Group and LPL are separate and unrelated companies.