|
Steve Hoshimi - Founder, President, CFP®
|
|
Steve is the Founder and President of Palisades Wealth Management. Steve is a native of California and graduated from the University of California, Santa Barbara in 1989 with a degree in Business Economics whereupon completion of his degree, he started with a large financial services firm in Beverly Hills. In 1999, he established Palisades Investment Advisors, Inc.
|
| In 2005 he updated the name to Palisades Wealth Management to better reflect the more comprehensive approach he and the company take to the financial planning process.
Steve is currently a CERTIFIED FINANCIAL PLANNERTM practitioner and has Series 7, 24, 63 and 65 registrations. Steve and his wife, Nida, have lived in Pacific Palisades, CA since 1996 and have two young sons.
|
|
