ABOUT US
Steve Sousa founded Advanced Financial Concepts in 1979. As a national retirement planning expert and charter life underwriter, he has been a leading producer for ING, Lincoln Financial and Penn Mutual throughout the course of the past four decades.
Steve built his business through the relationships he made in the community. It was not uncommon to find him out on a sports field either coaching or volunteering. He was so passionate about youth sports that he took it upon himself to establish a new Little League in Northwood, CA. the very same Little League that would eventually go on to win the 1987 Little League World Series. Whether it was on the sports field or at church, he always treated people like family. He and his wife even opened their home to over 70 foster kids throughout the years. In addition to their own 4 children, they adopted several foster kids to make them a permanent part of their family. Treating people like family has become the guiding principle to his success.
Steve built his business through the relationships he made in the community. It was not uncommon to find him out on a sports field either coaching or volunteering. He was so passionate about youth sports that he took it upon himself to establish a new Little League in Northwood, CA. the very same Little League that would eventually go on to win the 1987 Little League World Series. Whether it was on the sports field or at church, he always treated people like family. He and his wife even opened their home to over 70 foster kids throughout the years. In addition to their own 4 children, they adopted several foster kids to make them a permanent part of their family. Treating people like family has become the guiding principle to his success.
ABOUT US
Steve Sousa founded Advanced Financial Concepts in 1979. As a national retirement planning expert and charter life underwriter, he has been a leading producer for ING, Lincoln Financial and Penn Mutual throughout the course of the past four decades.
Steve built his business through the relationships he made in the community. It was not uncommon to find him out on a sports field either coaching or volunteering. He was so passionate about youth sports that he took it upon himself to establish a new Little League in Northwood, CA. the very same Little League that would eventually go on to win the 1987 Little League World Series. Whether it was on the sports field or at church, he always treated people like family. He and his wife even opened their home to over 70 foster kids throughout the years. In addition to their own 4 children, they adopted several foster kids to make them a permanent part of their family. Treating people like family has become the guiding principle to his success.
Steve built his business through the relationships he made in the community. It was not uncommon to find him out on a sports field either coaching or volunteering. He was so passionate about youth sports that he took it upon himself to establish a new Little League in Northwood, CA. the very same Little League that would eventually go on to win the 1987 Little League World Series. Whether it was on the sports field or at church, he always treated people like family. He and his wife even opened their home to over 70 foster kids throughout the years. In addition to their own 4 children, they adopted several foster kids to make them a permanent part of their family. Treating people like family has become the guiding principle to his success.
In addition to serving in the Army from 1993-1999, I have spent the last 20 years as an entrepreneur starting and growing businesses. I have learned almost every aspect of growing a business, and have excelled in the area of...
In addition to serving in the Army from 1993-1999, I have spent the last 20 years as an entrepreneur starting and growing businesses. I have learned almost every aspect of growing a business, and have excelled in the area of...
As a financial advisor, a father and coach, I enjoy serving the local community of my hometown in Tustin, California. It's incredibly rewarding to watch young players improve at sports and become better athletes. The lessons they learn...
As a financial advisor, a father and coach, I enjoy serving the local community of my hometown in Tustin, California. It's incredibly rewarding to watch young players improve at sports and become better athletes. The lessons they learn...
Edward (Eddy) Schuh was born and raised in St. Louis, Missouri where his family instilled traditional Midwest values including working hard and treating everyone as they want to be treated. Upon completing his secondary education, Eddy...
Edward (Eddy) Schuh was born and raised in St. Louis, Missouri where his family instilled traditional Midwest values including working hard and treating everyone as they want to be treated. Upon completing his secondary education, Eddy...
Tim Adams, CPA
Financial Coach
Retirement Risk Specialist
In his personal life, Tim is a devoted husband, proud girl dad, and decibel-screaming sports fanatic. In his professional life, he is a CPA, best-selling author, and fiduciary advisor specializing in tax minimization and risk reduction in retirement. Tim is a frequent...
Peter Kitzerow
Financial Educator
Investment Adviser Representative
Peter Kitzerow, founder of Peter Kitzerow Financial, has more than 40 years of experience in the financial services industry. His experience and insight enable him to provide the financial guidance needed to thrive in today’s world. Peter is a...
In his personal life, Tim is a devoted husband, proud girl dad, and decibel-screaming sports fanatic. In his professional life, he is a CPA, best-selling author, and fiduciary advisor specializing in tax minimization and risk reduction in retirement. Tim is a frequent...
PETER KITZEROW
Financial Educator
Investment Adviser Representative
Peter Kitzerow, founder of Peter Kitzerow Financial, has more than 40 years of experience in the financial services industry. His experience and insight enable him to provide the financial guidance needed to thrive in today’s world. Peter is a...
Jessica Markworth
Client Service Manager
(949) 543-5955
Dedicated and technically skilled business professional with a versatile administrative support skill set developed through experience as an office manager, secretary, administrative assistant and office clerk. Excel in resolving...
Dedicated and technically skilled business professional with a versatile administrative support skill set developed through experience as an office manager, secretary, administrative assistant and office clerk. Excel in resolving...
In addition to serving in the Army from 1993-1999, I have spent the last 20 years as an entrepreneur starting and growing businesses. I have learned almost every aspect of growing a business, and have excelled in the area of...
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When people ask me what I do for a living, I giggle a little, wanting to respond with... “Well, let’s see here… I’m a, a housekeeper, a made-to-order chef, a family therapist, a referee, a laundry machine...
When people ask me what I do for a living, I giggle a little, wanting to respond with... “Well, let’s see here… I’m a, a housekeeper, a made-to-order chef, a family therapist, a referee, a laundry machine...
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Serving Riverside County | Financial Planning | Retirement Planning | Tax Planning in Retirement |Investment Diversification | Retirement Risk Mitigation | Financial Planner who specializes in helping folks retire with limited to no...
Serving Riverside County | Financial Planning | Retirement Planning | Tax Planning in Retirement |Investment Diversification | Retirement Risk Mitigation | Financial Planner who specializes in helping folks retire with limited to no...
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CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
CONTACT US:
info@theafigroup.com
Office: 714.543.5900
Hours: Monday - Friday | 8AM - 5PM
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Life insurance & annuity services provided by Advanced Financial, Steve Sousa CLU, CA License#0476190
Brian Walker CA License #0H13310 | Jessica Markworth CA License #0E56830 | Jill Sousa CA License # 0L05626
Securities investment services provided by Inception Financial Services with advisory services offered through AlphaStar Capital Management.
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