Steven K. Lerner

Ed.D

Wealth Advisor

Steven received his doctorate degree in Educational Psychology from Alliant International University and his degree in Psychology from San Diego State University.

Steven has successfully completed the five courses required for the CFP® at San Diego State University, obtaining an Executive Financial Planner Certificate in Personal Financial Planning.

Steven holds FINRA Registrations Series 7 & 66. He is a Registered Representative and Investment Advisor Representative with Cetera Advisor Networks and is a licensed life insurance agent with the State of California and Louisiana.

Steven is an active member in his community serving as a youth sports coach and fundraiser.

Steven’s family includes his wife, Jennifer, and sons Sean and Quinn. Steven enjoys time with family, golf, swimming, hiking, and traveling.


Getting to Know Steven:

Favorite Quote: One who says it can’t be done should get out of the way of the one who is doing it.

Best piece of financial advice: Live below your means

Favorite book: The Frommer’s guide book I am reading to prepare for my next trip

Favorite Movies: Westerns