Steve James has over 17 years of experience in the financial services field industry. He earned his undergraduate degree from Arizona State University in Tempe, Arizona. Steve is a Registered Principal of Cambridge Investment Research and has obtained his Series 7, 24, and 66 registrations.
The cornerstone of Steve's practice is working with school district, university and small business retirement plans and their participants. He provides sound financial advice and investment strategies to help clients pursue their goals and dreams. Steve believes that the key to a strong financial future is to have a customized, comprehensive financial plan that encompasses not only investment planning, but also tax planning, estate planning, and protection planning. He strongly feels that each component must be planned in conjunction with one another to create a successful retirement road map.
Steve and his wife Amelia, who is also a Registered Representative with Summit Financial Solutions, reside in Chandler, Arizona with their two children. Steve enjoys skiing, hiking, spending time with his family, and any other outdoor activity.