Steve Smith

Steve Smith is an experienced professional in the financial services industry, currently serving as an Estate Planning Team Member at Estate Planning Team since July 2016, where the focus is on providing clients with capital gains tax and estate planning solutions. Previously, Steve has held the position of Vice President of Sales at Imprimis Financial since June 1986, specializing in tax-efficient accumulation, distribution, and legacy planning for clients. Additionally, Steve was the Marketing Vice President at Pension Services Corporation in Pasadena, CA, from June 1986 to December 2014, and served as a Pension Consultant at MassMutual Financial Group from February 1982 to March 1984. Steve holds a Bachelor of Science degree in Marketing from the University of Tennessee, Knoxville, and is currently enrolled at the University of Western Massachusetts. Steve Smith is also a registered representative of Centaurus Financial, Inc.