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ABOUT
STEVE SEXTON

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Passionate About Inspiring Others

Steve Sexton earned his degree in Management Sciences from Pepperdine University. He spent eight years developing businesses 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 seventeen 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.

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Steve has been a financial contributor and expert for CNN, ABC, NBC, CBS, FOX, US News and World Report plus more, appearing locally and nationally more than 420 times over the last 7 years. USA Today recognized Steve as a Financial Trendsetter for 2012 followed by recognition from The Wall Street Journal as a Financial Best-Selling Author in 2013 for his contributions to the book “How to Get More out Of Life and Business with Better Results”. In addition, Steve is the current host of the “Saving with Steve”, Radio, TV, and Podcast show. 

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Furthermore, Steve has worked with charities such as Pat Boone’s, Ryan’s Reach, Outreach Farm Project, Community Mission of Hope and Stars of Courage. He has been married for 23 years to his wife Lora. Together they have two children.

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“We believe quality, blended with excellent service, is the foundation for a successful financial relationship”

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Meet The Team

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As an expert in the financial
service industry, James has a passion for helping clients achieve their long-term financial goals. He specializes in investment management and risk management.

 

He has achieved the Certified
Financial Planner, the Chartered Financial Consultant, Chartered Life Underwriter and Retirement
Income Certified Professional.

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Karen has more than 22 years of experience with advanced tax planning, tax reduction strategies and audit defense, helping clients with basic tax returns to more complex throughout the United States. She has earned an Enrolled Agent certification, MBA in Business Management, BS in Financial Accounting and a Tax Law minor.

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Alec works with our team to provide all the logistical support with our subject matter experts to coordinate the Tax, Longer Term Care, Social Security Maximization, Investment, Retirement, Estate analysis and case design.

James Jurica, CFP, CLU, CHFC, RICP
Senior Financial Planner

Karen Martindale, EA, MBA
Senior Tax Accountant

Alec Nadelle
Logistical Support 

Client Relations

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Ramon Nestor
Client Relations

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Celeste Aguilar
Client Relations

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Yvette Ocampo
Client Relations

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Kaylie Rodas
Client Relations

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