Steve Shearn
President at Quintes | Salinas, California, United States
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As President of Quintes, Steve Shearn plays a pivotal role in shaping the future of retirement planning solutions for businesses dedicated to their employees' financial well-being. With over 30 years of experience in the industry, Steve has cultivated a deep understanding of retirement plan consulting, wealth preservation planning, and investment advisory services. His leadership is instrumental in driving the firm’s growth while ensuring that clients receive an exemplary service experience tailored to their unique needs.
Under Steve's guidance, Quintes has developed a comprehensive service model that stands out in the competitive landscape of retirement solutions. The firm specializes in providing 401(k) plans that not only meet regulatory requirements but also enhance employee engagement and satisfaction. Steve is particularly passionate about educating companies on the importance of retirement savings and the long-term benefits of investing in their workforce's financial security.
Key projects that Steve has spearheaded include the implementation of innovative retirement plan strategies that integrate fixed annuities and advanced investment options, ensuring that clients can offer robust retirement solutions. His expertise as a Certified Financial Planner and CPA allows him to navigate complex partnership taxation issues, providing clients with holistic financial strategies that align with their business objectives.
Steve's commitment to excellence extends beyond client interactions; he actively participates in sales and marketing initiatives to expand Quintes' reach and impact. By fostering relationships with prospective clients and creating systems that streamline service delivery, Steve ensures that Quintes remains at the forefront of the retirement planning industry, helping companies secure a brighter financial future for their employees.
President at Quintes in January 2016 to Present
Partner in Charge of Hayashi Wayland Retirement Plan and Investment Services at Hayashi & Wayland in January 2001 to December 2015
President at Shearn & Associates, Inc. in April 1986 to December 2000
Branch Manager at Farzarolli & Davey in January 1984 to April 1986
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Business Transformation
401k
403 b
457 Plans
Defined Benefit
ERISA
Qualified Retirement Plans
Retirement Plan Consulting
Retirement Planning
Retirement Savings
Estate Preservation
Investment Advisory
Wealth Accumulation
Strategies
Wealth Preservation Planning
Investments
Disability Insurance
Profit Sharing
401k Rollovers
Retirement
Certified Financial Planner
Pensions
Insurance
Financial Services
Asset Allocation
Series 7
Investment Management
Mutual Funds
Roth IRA
Defined Contribution
Wealth Management
Investment Advisory Services
Fixed Annuities
IRAs
Personal Finance
Partnership Taxation
Series 63
Estate Planning
Trusts
Tax
CPA
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What is Steve Shearn email address?
Email Steve Shearn at [email protected] and [email protected]. This email is the most updated Steve Shearn email found in 2026.
What is Steve Shearn phone number?
Steve Shearn phone number is +17024291998 and +19705961960.
How to contact Steve Shearn?
To contact Steve Shearn send an email to [email protected] or [email protected]. If you want to call Steve Shearn try calling on +17024291998 and +19705961960.
What is Steve Shearn net worth?
Steve Shearn has an estimated net worth of -$20,000 to -$2,500
What company does Steve Shearn work for?
Steve Shearn works for Quintes
What is Steve Shearn's role at Quintes?
Steve Shearn is President
What industry does Steve Shearn work in?
Steve Shearn works in the Financial Services industry.
Steve Shearn Email Addresses
Steve Shearn Phone Numbers
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