Cardiff Reef Wealth Management, Inc. is a reputable wealth management firm located in Cardiff-by-the-Sea, California. With over 32 years of experience, Steven King, the Registered Principal of LPL Financial, offers personalized investment strategies to individuals and business owners, prioritizing their financial objectives and long-term success. As an independent Wealth Manager, Steven provides access to a wide range of investment options, ensuring clients have a diverse portfolio tailored to their needs.
Steven's fee-based wealth management approach focuses on sustained service rather than commissions, emphasizing the value of building strong client relationships and maintaining open communication. With a background in Wall Street and extensive expertise in asset management, Steven and his team at Cardiff Reef Wealth Management aim to help clients make sound financial decisions and achieve their financial goals. Their commitment to providing comprehensive and customized solutions sets them apart in the industry.
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