Steve Navarro has over 20 years of experience in working within the Financial Services Industry. Steve has been employed by and trained at some of the largest financial institutions in the world: Deutsche Bank, Bank of America, Wells Fargo, and Morgan Stanley. While working at these various institutions and others, Steve has held multiple positions including mortgage loan officer, bond trader, private banking advisor, financial advisor, and insurance agent.
Many years of working at the executive level within these companies has given Steve exposure to retail and business banking services, mortgage and commercial lending services, trust and estate planning, insurance services, retirement planning, and the equity and credit markets. These experiences have laid a solid foundation for Steve to understand the unique financial challenges that successful business owners and highly compensated professionals face.
Now that Steve has joined the team at Tax Savings Professionals, his ambition is to help people be wise stewards of their financial dealings so that they are better funded to maintain their lifestyles and more enabled to enjoy their retirement years.