How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Meet Steve Shloss!
Steve was born and raised in Akron, Ohio. He prides himself with his Midwestern, friendly, can-do attitude and work ethic. Steve has now lived and worked in Orange County for the past 30+ years. Steve is the President of Castle Financial. He holds the CFP® (CERTIFIED FINANCIAL PLANNER™) designation as well as a SRES® (Senior Real Estate Specialist) Designation and has been advising clients for more than twenty years.
Steve brings financial clarity to growing families, millennials, baby boomers, seniors. trusts and estates in all aspects of comprehensive financial planning. His focus on integrity, honesty, customer service and a unique holistic planning approach, helps ensure his clients are provided with the objective recommendations and strategies based on their goals and best interests.
Navigating life’s family transitions is a primary focus of Castle Financial - whether it’s a new marriage, growing and expanding families, blended families, baby boomer retirements, seniors transitioning to assisted living or a death in the family and divorce. Securing smart and thoughtful guidance is of paramount importance to sound decisions and desirable outcomes.
Steve advises his business and individual clients on the best strategies to fit their family's goals and objectives and helps clients strategize to minimize their tax liability and helps to create personally tailored investment plans. Steve has extensive experience with both residential real estate and commercial multi-family apartments. Steve is also a member of the Keller Williams Realty Irvine Agency Leadership Council (top 20%) and the Chairman of the Market Center’s Financial Planning Committee.
His wife of 24 years, Yvonne, his son Noah and daughter Sophia are the center of his life. Steve is involved in his community. He serves on his Church’s Finance Committee and is the coordinator/administrator for a High School ministry. Steve enjoys the outdoors and particularly the views from the top of a mountain he has scaled on his mountain bike.
Stephen Shloss CFP is licensed as an Investment Advisor Representative (IAR) and is licensed to sell and/or discuss Advisory Services & Products with anyone residing within the United States. IAR registration is in: CA
Stephen Shloss CFP is licensed to sell and/or discuss Insurance Products only to residents of the states listed:
Mission Viejo, CA 92691
- Series 63, 66, 7, SIE