Steven Lindholm
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Office: 949-863-5800

1500 Quail St Ste 600
Newport Beach, CA 92660-2738

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Professional

Steve is committed to helping his clients develop financial solutions by taking the time to get to know them and their objectives. Steve specializes in personal, business, and estate needs analysis to help clients achieve financial security. In his practice he further assists his clients in determining and understanding their financial goals, objectives, and their financial situation, including estate, business and retirement needs.

Education

Degree Major Institution
Bachelor of Science Business California State U - Long Beach