Steve Kiernan

Steve Kiernan

President

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

Connect with Steve Kiernan to Send Message

Connect

Connect with Steve Kiernan to Send Message

Connect
  • 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