COMMITTED TO MEETING YOUR UNIQUE FINANCIAL NEEDS

SUCCESS

ABOUT

STEVE SEXTON

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

Help You

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."

 
Contact

Tel: (800) 560-2611

info@sextonadvisorygroup.com

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© 2019 by Sexton Advisory Group

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.Sexton Advisory Group does not offer tax, legal or investment advice. Always consult with qualified professionals concerning your own situation.

 

CA insurance license # OH45115