Stephen P. Maguire
President
Work
Today, Steve focuses on asset allocation designed to meet the goals and objectives of each client. In addition, he maintains a focus on fixed income solutions as applicable to assist clients with their goals.
Registrations held through Commonwealth Financial Network
- Series 7 (General Securities Registered Representative), August 1972
- Series 24 (General Securities Principal), August 1972
- Series 27 (Financial & Operations Principal), August 1972
- Series 52 (Municipal Securities Representative), November 1998
- Series 53 (Municipal Securities Principal), November 1998
- Series 63 (Uniform Securities Agent State Law), July 2007
- Investment Advisor Representative (IAR) (CA Only)
Education
- Bachelor of Science, University of California, Santa Barbara, Economics
Personal
A native of the central coast, Steve’s family roots date to the 1880’s. Steve is enjoying his three children and two grandchildren. While always active with golf, tennis, cycling and traveling, Steve considers his relationships with clients to be most rewarding and enjoyable.
Community Affiliations
- Mid-State Bank and Trust, Past Director
- Newman Catholic Center, Cal Poly SLO