Steve Soto

Steve Soto

Financial Advisor
CA License No. 0G70477

Phone: 949.223.8103
E-mail:

Steve specializes in advanced strategies for privately held businesses focusing primarily on business continuation advising, exit strategies, investment advisory services and retirement income solutions for business owners and their families.

In order to serve his clients, Steve has earned securities registrations, including the Series 7, 6 and 66. He is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.  Member FINRA/SIPC.

Prior to joining Tax and Financial Group, Steve served as the Vice President of Operations for San Diego based Archmolds. After a successful six year tenure with Archmolds, Steve decided to pursue an opportunity to utilize his knowledge to assist others in achieving their goals and objectives through financial strategies.

Steve graduated from San Diego State University with a Bachelor’s Degree in Business Administration. He is an alumnus of Mater Dei High School, where he played football and is now regularly involved with the Alumni Circle Foundation. Steve is also involved with TFG’s “We Care for Kids” Golf Tournament which raises close to $100,000 a year for terminally ill children of the Make-A-Wish foundation.

In his free time, Steve is a fan of outdoor activities and has completed two Olympic distance marathons and also enjoys sailing and hunting.