Claremont, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
LifeSteps Financial
Team
Firm-wide stats for LifeSteps Financial
About
LifeSteps Financial is a team-based registered investment adviser with seven advisors managing roughly $443 million in client assets, serving individuals, high-net-worth clients, trusts, businesses, and retirement plan participants. The firm provides investment advisory and financial planning and also offers services that are less common among peers of its size, including bill payment and reconciliation and a short-term cash management program for high-net-worth clients.
The firm’s investment approach emphasizes asset allocation and diversification under Modern Portfolio Theory, with a primary use of ETFs complemented by tactical asset-allocation adjustments and treating cash as a strategic asset. LifeSteps manages both discretionary and non-discretionary accounts, may hold individual securities as an accommodation, and gives clients access to third‑party sub‑advisory SMA strategies through institutional platforms.
Operationally, LifeSteps has implemented a formal portfolio-size requirement for new advisory relationships and requires custody at designated institutional custodians, arrangements that provide custodial support services the firm discloses and manages as potential conflicts of interest. The firm also discloses team members’ outside roles—including service on a bank board and licensed real estate activity—and notes the compliance processes it uses to address any related conflicts and its limited custodial involvement when providing bill‑pay services.
Based on LifeSteps Financial
Location
250 West First Street, Suite 248
Claremont CA 91711
Advisors at this office
6
Advisors at this office
Jorden B
Series 65
Claremont, CA
LifeSteps Financial
Jorden Bastien is a financial advisor at LifeSteps Financial with 14 years of industry experience. He holds a Series 65 designation and has been with LifeSteps Financial, formerly Foothill Financial Advisors, since 2012. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering investment advisory and financial planning services alongside bill payment and reconciliation and a short-term cash management program for high-net-worth clients.
Eric B
Series 65
Claremont, CA
LifeSteps Financial
Eric Bergquist is a Series 65 licensed advisor with LifeSteps Financial, bringing 11 years of industry experience. He has worked with LifeSteps Financial since 2015, including its predecessor firm Foothill Financial Advisors, Inc. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering a blend of investment advisory, financial planning, and specialized services such as bill payment and short-term cash management programs.
Gladys L
Series 63, Series 66
Claremont, CA
LifeSteps Financial
Gladys Limones is a financial advisor at LifeSteps Financial with 18 years of industry experience. She has held positions at Morgan Stanley, Citigroup Global Markets, and Concert Wealth Management before joining LifeSteps Financial in 2010. She holds Series 63 and Series 66 licenses. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering comprehensive investment advisory and financial planning services alongside specialized offerings such as bill payment and reconciliation and a short-term cash management program.
Robert C
Series 65
Claremont, CA
LifeSteps Financial
Robert Cardenas is a financial advisor at LifeSteps Financial with a Series 65 credential and over 24 years of industry experience. Prior to joining LifeSteps Financial in 2024, he worked at Wells Fargo from 1999 to 2023. LifeSteps Financial is a team-based registered investment adviser with seven advisors managing approximately $443 million in client assets. The firm serves individuals, high-net-worth clients, trusts, businesses, and retirement plan participants, offering investment advisory, financial planning, bill payment and reconciliation, and a short-term cash management program for high-net-worth clients.
Henry F
Series 63, Series 65
Claremont, CA
LifeSteps Financial
Henry Ford Jr. is a financial advisor at LifeSteps Financial with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LifeSteps Financial since 2010, following prior roles at Concert Wealth Management, Morgan Stanley, and Citigroup Global Markets. Outside of advisory work, he serves as a director on the board of LifeSteps Bank and Trust, contributing to business planning and credit committee activities. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in assets for individuals, high-net-worth clients, trusts, businesses, and retirement plan participants. The firm focuses on asset allocation and diversification using ETFs, with additional services such as bill payment and a short-term cash management program tailored for high-net-worth clients.
M'lissa B
Series 65
Claremont, CA
LifeSteps Financial
M'lissa Brillhart is a Series 65-licensed advisor at LifeSteps Financial in Claremont, CA, with six years of industry experience. Her background includes roles at multiple real estate firms, including Champions Real Estate and Realty One Group West. LifeSteps Financial is a team-based registered investment adviser managing approximately $443 million in client assets, serving individuals, high-net-worth clients, trusts, businesses, and retirement plans. The firm emphasizes asset allocation and diversification using ETFs and tactical adjustments, and offers services such as bill payment and short-term cash management tailored for high-net-worth clients.
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