Steven Balaban, CFP tm

Steven Balaban, CFP tm Manage today so that you can enjoy tomorrow based on what's most important to you.

I am a Certified Financial Planner™ with over 30 years of experience working with individuals, families and small business to help them organize all aspects of their financial affairs including: Retirement and Retirement Income Planning, Risk Management, Portfolio Management, Estate Planning, Tax Planning and Debt Management. We engage in meaningful conversations that lead to action.

*The inform

ation provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

*Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. FDL is independent of CIS and CAM, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only. Offering securities in the following states: California, Arizona, Arkansas, Florida, Maine, Washington, Oregon and Texas.

09/02/2026

Having retirement dollars mainly in traditional savings plans can handcuff older workers.

09/01/2026

Do higher yields make bonds more appealing than stocks? Probably not.

08/29/2026

Retiring this year? Good news: the stock market is cooperating.

08/28/2026

The digital environment makes it so easy to spend money. The key is to put a little friction between us and our purchases.

08/27/2026

Most families avoid detailed conversations about aging, housing and care, even though they’re crucial

08/26/2026

The S&P 500 is in position for a rare fourth year of consecutive annual gains. Risks are rising, New York Times columnist Jeff Sommer says, yet Wall Street is doubling down.

08/25/2026

They lose billions in months and hold quarterly board meetings with their children. Inside the high-stakes, high-reward mindset of the ultrawealthy.

08/24/2026

“Go for it, as long as you don’t do anything.”

08/23/2026

No one’s talking about a debt-free America anymore.

08/22/2026

While financial independence and retirement often get confused for the same thing, they're not—and understanding the differences can help you make retirement decisions.

Address

5075 Shoreham Place Suite 230
San Diego, CA
92122

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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