Inactive

Steven Wells

Third Act Financial Planning LLC

Huntington Beach, CA

Claim This Profile

Current Employers

Third Act Financial Planning Llc

Huntington Beach, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-25

CA RA
APPROVED

Since 2026-03-25

Branch Locations

Huntington Beach, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Third Act Financial Planning Llc	Huntington Beach	CA	01/2026	Present
Nectar Product Development	Long Beach	CA	08/2020	02/2024
Artesian Enterprises	Huntington Beach	CA	10/2019	07/2020
Gf Signet	El Monte	CA	05/2005	09/2019
Uc Irvine	Irvine	CA	09/2023	09/2025
N/A	Huntington Beach	CA	10/2025	12/2025

01/2026 → Present

Third Act Financial Planning Llc

Huntington Beach, CA
08/2020 → 02/2024

Nectar Product Development

Long Beach, CA
10/2019 → 07/2020

Artesian Enterprises

Huntington Beach, CA
05/2005 → 09/2019

Gf Signet

El Monte, CA
09/2023 → 09/2025

Uc Irvine

Irvine, CA
10/2025 → 12/2025

N/A

Huntington Beach, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-08

S65 Uniform Investment Adviser Law Examination

2025-12-08

View on SEC IAPD

More in Huntington Beach, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor