Steve Guzman’s experience in operations and case management began while working as a Legal Accounting Clerk in Irvine, CA during his time in college.
While working in the legal field, Steve worked with a number of Orange County law firms in a wide variety of practices, from business litigation to consumer bankruptcy. Throughout this time, Steve was exposed to the importance of tax implications, insurance, and financial organization. It was this experience, along with a passion for personal finance, that lead Steve to working in the financial services industry.
Along with his ability to organize, prioritize, and meet deadlines, Steve has extensive experience in client service. He enjoys developing close relationships with the professionals on his team and the clients he helps serve by anticipating their needs and providing them with a thorough and personalized interaction that is a trademark of his approach.
Steve earned his Bachelor’s Degree from University of California, Irvine in 2020 and joined One Pacific Financial Strategies upon graduation.
He currently resides in Irvine, CA and enjoys watching Formula 1, attending local car events, and spending time at the beach in his free time.