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Steven B
CFP®, Series 63, Series 65, Series 66
Elk Grove, CA
Concorde Asset Management, LLC
Steven Balaban is a financial advisor at Concorde Asset Management, LLC with 37 years of industry experience. He holds the CFP® designation and multiple securities licenses (Series 63, 65, and 66). He has worked at Concorde Asset Management and Concorde Investment Services since 2014 and previously was associated with Independent Financial Group LLC. Outside of his advisory role, he serves as Vice President of 1031 Capital Solutions, focusing on Delaware Statutory Trust investments to assist investors in deferring taxes when exchanging investment properties. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs asset-allocation and model-based strategies, including overlay management, and provides ERISA retirement-plan advisory services.
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