Financial Management Network, Inc. --- Creating and Managing Wealth |
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Steve Friedman
Phone: 949-916-5210 ext 22 Steve specializes in life, health, and disability insurance programs, as well as retirement, estate and business planning. He has helped over 400 small to mid-size high net worth business owners, professional athletes, executives, individuals, and families. Steve graduated with a B.S. degree in Business Administration from Pepperdine University in 1986, holds Series 6, 63, 65 and 7 securities registrations and is a Registered Representative of FMN Capital Corporation. He has been recognized as a distinguished producer by the “The Million Dollar Roundtable” (MDRT), an organization which recognizes the top 5-7% of the financial advisors worldwide. (From 1996-2008) Steve has over $400 million of life insurance in force with his clients. He motivates and helps his clients set and achieve retirement goals with usage of the appropriate retirement options given there own unique set of circumstances at hand. He will often tell his clients,” You can have your cake and eat it too” (Live or Die Planning) It is possible to do the right thing and protect your family and sleep well at night with the right Spiritual & Financial planning team working along side you. Steve was a member of the U.S. Olympic Volleyball team from 1986-88. He was a two-time NCAA Volleyball Champion at Pepperdine University from 1985-86, (NCAA MVP in 1986) and a team member of the Macabia Games in Israel in 1983. He also played professionally in Switzerland from 1988-90. He has continued to compete in the USVBA volleyball championships from 1986-2008. In Atlanta in 2008 Steve was dubbed as an All American (one of 5 out of 120 athletes) in the 45 and over age bracket. Steve’s accomplishments and winning history as a dedicated team player have helped him to motivate and lead his clients to reach their fullest potentials, goals and successes both personally and professionally. But, Steve will tell you that his greatest accomplishment is being married to his lovely wife Donna for 24 years, and producing two large beautiful boys, Phillip 17 and Grant 14. Steve's Professional Philosophy "I instruct my clients so they are informed enough to make an educated decision about their families' accumulation and protection plans. I seem to be able to simplify the different options people have so they understand exactly what it is they are doing and why. I will earn my client's trust through a lifetime of meeting their changing needs." 
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26041 Acero Phone: (949) 455-0300 |
Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may loose value. FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur. Any communications with prospective clients residing in states or international jurisdictions where FMN or FMNCC and their registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Insurance related services from FMN or FMNCC may not be provided to individuals residing in any states other than CA, CO, CT, FL, KS, NC, OR, WA and WI (for FMN) or AZ, CA, CO, CT, FL, GA, IA, KS, MA, MO, NV, NC, ND, NY, OR, TX, and WA (for FMNCC). Securities related services from FMNCC may not be provided to individuals residing in any states other than AK, AZ, AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MA, MI, MN, MS, MO, MT, ND, NM, NJ, NY, NV, NC, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI and VI. The information you submit on the calculator pages may not be secure. Please do not submit any information that must remain private. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Neither FMN nor FMNCC provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Neither FMN nor FMNCC assisted in the preparation of this material, and its accuracy and completeness are not guaranteed. The opinions expressed are those of the author(s) and are not necessarily those of FMN, FMNCC or their affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
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