Steve is a CERTIFIED FINANCIAL PLANNER™ practitioner and a provider of wealth management services in the San Diego, CA area for over 25 years.
His affiliation with Financial Designs, Ltd. reflects the growing trend of high-profile investment advisors who break away from traditional wirehouse brokerages to join a network of independent registered investment advisors. “Being fully independent gives us the autonomy, objectivity and flexibility to always act in the best interest of our clients.”
Balaban built his practice through a 25+ year career at Merrill Lynch, and Smith Barney/Citigroup in downtown San Diego and then with UBS in La Jolla. Being fully independent and no longer on an “expected quota” Steve has the ability to operate without limitations or compromise. Steve Balaban is an example of an elite wirehouse wealth management advisor that can take his services to a new level by going independent on the IFG platform.
Contact information: Steve Balaban, Financial Designs Limited, 5075 Shoreham Place, Suite 200, San Diego, CA 92122
Main Office#: 858-597-1980