Steven M. Sexton earned his degree in Management Sciences from Pepperdine University. He spent eight years developing business for investors overseas until 1994. Upon returning to the U.S., he began his career in the insurance and financial industry with the Automobile Club of Southern California.
For the past sixteen years, Steve has developed his own financial advice business. He now works with the support of his team at Sexton Advisory Group to serve clients out of multiple office locations throughout Riverside and San Diego counties. He believes in helping clients take control by asking the questions that most people do not think or know to ask. His focus is on identifying issues that could be costing clients thousands of dollars in taxes, eradicating unidentified fees and expenses, solving estate problems, and eliminating any unknown risks.
How I Can
YOUR PERSONAL CFO
Sexton Advisory Group is an ensemble retirement practice company serving San Diego and Riverside counties. Our mission is to assist our clients in achieving the goals and objectives that are most important to them by integrating all areas of retirement planning, and using insurance and investment products to address their needs. We assist our clients by helping to provide clarity in a world of increasing complexity by serving as our client’s “personal CFO."