Steven began his career with Merrill in February 2019 as an integral part of The Zanolli Staubli Group. He is a CERTIFIED FINANCIAL PLANNER® certificant and holds the Chartered Retirement Planning Counselor™, CRPC™ designation.
Steven focuses on goals-based wealth management, asset allocation, retirement planning, concentrated stock strategies, and alternative investments. With 6 years of experience working with The Zanolli Staubli Group, he now focuses on developing personalized financial strategies for clients, working closely with their CPAs and Attorneys.
Steven graduated from the University of California, Santa Barbara, with a Bachelor’s degree in Economics and Accounting, and studied business at Bocconi University in Milan. He currently lives in San Francisco with his fiancée, Caroline. Together they enjoy traveling, the beach, and spending time with family.
*Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
The Zanolli Staubli Group strives to provide financial security through individualized goals-based planning and wealth management to a select group of high net-worth clients.
What does financial confidence mean to you? For some it is diversification, for some it is knowing they can give the gift of higher education to their children and grandchildren, and for others it is simply knowing they can travel in style for the rest of their lives. Whatever your definition, we want your family to achieve your goals through financial independence and personal success.
When you engage our team, the mission is that you feel better than the day before, knowing that your family's best interests are our biggest priority. And most importantly, working with The Zanolli Staubli Group has given you the financial confidence you deserve.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
