Steve Coker

About Steve Coker

As an Investment Advisor and Wealth Counselor, I help improve the lives of my clients by…

Experience

1. Certified Financial Planner and Wealth Counselor

   Cedarstone Advisors

   Oct 2014 — Present

   As founder of this firm, I work with retirees, business owners, and families to help them plan their financial future and invest wisely. I bring over 20+ years of experience in investing, taxation, and finance to the key decisions that people face in their lives. I bring best in class investments to help my clients achieve their goals without the usual conflict of interest associated with commission based brokers or insurance salesmen.

Education

• Pepperdine University

  BS, Accounting

  1983 — 1990

• UCLA Anderson School of Management

  MBA, Finance, General

  1995 — 1998

Skills

• New Business Development
• Market Research
• Financial Planning
• Risk Management
• Valuation
• Microsoft Excel
• Accounting
• Due Diligence
• Cross-Functional Team Leadership
• Strategic Partnerships
• Financial Analysis
• Business Development
• Marketing
• Asset Management
• Product Management
• Team Leadership
• Strategic Financial Planning
• Corporate Development
• Leadership
• Program Management
• Investments
• Telecommunications
• Product Development
• Analysis
• Venture Capital
• Corporate Finance
• Social Media
• Portfolio Management
• Mergers
• Competitive Analysis
• Start-Ups
• Financial Modeling
• Team Building
• Management
• Microsoft Office
• Business Strategy
• Executive Management
• Business Planning
• Budgets
• Finance