Steven Barrett is an experienced and knowledgeable financial advisor who has been working in the financial services industry for over 20 years. He has a background in both sales and technology, which allows him to bring a unique perspective to his work.
Before starting his own firm, Steven worked as a Partner at New York Life Insurance, where he developed and managed sales units. He then went on to work at Xceed Financial Credit Union, where he oversaw a nationwide team of financial advisors and created Xceed Wealth Management.
Steven's experience as an executive in the technology field gives him the ability to incorporate marketing programs and technology platforms into his business. This allows him to enhance the client experience and grow his business.
Outside of work, Steven resides in Rolling Hills Estates with his wife and four children and two grandchildren. In his free time, he enjoys outdoor activities such as golfing, boating, and skiing. He is also interested in solar power and enjoys experimenting with it.
Overall, Steven Barrett is a well-rounded individual who combines his expertise in finance and technology to provide excellent service to his clients at Strategically Balanced Investments and Insurance.