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Steve Kiernan

Steve Kiernan

President

Followers of Steve Kiernan429 followers
location of Steve KiernanSanta Ana, California, United States

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  • Timeline

  • About me

    President, Anchor Financial Group | I help people plan the financial part of their lives

  • Education

    • Sunny Hills

      1979 - 1982

    • California State University, Fullerton

      1982 - 1986
      Bachelor of Arts (B.A.) Finance, General

  • Experience

    • Anchor Financial Group

      Jan 1988 - now
      President

      Manage the financial planning and insurance divisions of AFG, help develop the firm’s separately managed portfolios, and oversee all brokerage transactions.

    • Lex Romana

      Jan 2005 - Jan 2009
      Treasurer

    • Financial Planning Association of Orange County

      Jan 2009 - Dec 2012
      Member Benefits Chairman

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ Professional

      Certified Financial Planner Board of Standards, Inc.
      Nov 1988
      View certificate certificate

    • Certified Financial Planner

      CFP Board
      Jan 1988
      View certificate certificate

    • Life Agent & Variable Contracts

      California Department of Insurance
      Jan 1988

    • DACFP Certificate in Blockchain and Digital Assets

      Digital Assets Council of Financial Professionals
      Apr 2022
      View certificate certificate