Steven Batutis, CFP®

Steve has over 20 years of experience in financial services. Prior to joining LPL’s home office, Steve was a Financial Planning Specialist with MetLife, creating and designing financial plans for advisors in San Diego and Arizona, and helping advisors with financial planning techniques.

He began his career as a CPA, understanding clients from a tax perspective. He then became a Vice President of a financial institution, helping to manage a small business. His interest in tax planning and management of small businesses lead him to study financial planning. He attained a Master’s Degree in Financial and Tax Planning from San Diego State University and became a CFP®.

Steve holds series 7, 24, 63, 65 and 66, as well as a California Life Insurance license.

Steve is an active member of his beloved alumni groups, as well as the Financial Planning Association.

Each of these individuals are here for your benefit. When working on your financial plan, there may be one or more of the planners above assisting us on your case.  We firmly believe that having multiple sets of trained eyes leads to a better client experience and a much higher probability of success.  We also believe that there’s no substitute for leveraging our unique gifts and strengths for your benefit.

Financial planning can be both an interesting mix of science, art, facts and emotion. It is our deepest commitment to deliver a solid, yet living and breathing financial planning process based on years of experience for you and your loved ones.