Steven Christopher Symer

Current Employers

Employment History

• 12/2013 → 12/2019
  Norman D Kovanda
  Santa Barbara, CA
• 10/2014 → 06/2023
  Royal Alliance Associates, Inc.
  Santa Barbara, CA
• 01/2020 → Present
  Balanced Wealth Planning, Inc.
  Goleta, CA
• 06/2023 → Present
  Osaic
  Santa Barbara, CA

Other Businesses

1. BALANCED WEALTH PLANNING, INC. - INSURANCE POSITION: CPA/CFP(R) NATURE: S-Corporation - Life and Long Term Care Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2020 ADDRESS: 55 S. La Cumbre Rd Suite 12, Santa Barbara CA 93105, United States DESCRIPTION: Sales of Life and Long Term Care Insurance 2) BALANCED WEALTH PLANNING, INC. - TAX PREPARATION POSITION: CPA/CFP(R) NATURE: S-Corporation, other than our Investment Advisory and Financial Planning services we also prepare tax returns primarily for individuals but also prepare some tax returns for trusts, LLC's, partnerships, S-Corp's, C-Corp's and Non-Profits. I also provide tax planning services to some individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2020 ADDRESS: 55 S. La Cumbre Rd Suite 12, Santa Barbara CA 93105, United States DESCRIPTION: I prepare tax returnsprimarily for individuals but also prepare some returns for trusts, partnerships, LLC's, S-Corp's, C-Corp's and some Non-profits. I also provide tax planning services to individuals.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-28

Designations