Since 2011, Stephen L Shloss has been working in Castle Financial situated 154, 154. This person is an experienced President with over eight years of work experience. According to Stephen's resume and work profile, the professional has worked at more than five companies with numerous backgrounds and got different skills. Stephen attended school at the The American College of Financial Services from 2007 to 2010. This expert has professional certification as Certified Financial Planner (Cfp) and Sresâ® (Senior Real Estate Specialist) and the person has studied English. Stephen can be found in San Juan Capistrano, California – where this expert currently lives. You can search for this expert's e-mail and phone. We can also provide you with exhaustive contact information upon request.
Name variants:
Steven Shloss,
Stephan Shloss,
Steffan Shloss,
Stefan Shloss,
Steve Shloss,
Stevie Shloss,
Steph Shloss,
Steff Shloss,
Stef Shloss,
Steffl Shloss
Last updated Jun 05, 2024
Contact Information
Last Update
Jul 14, 2022
Email
st**@yahoo.com, ss**@castlefinancial.com, pa**@yahoo.com
Location
San Juan Capistrano, CA
Company
Workplace
Colleagues
Work History
President
3780 Kilroy Airport Way SUITE 200, Long Beach, CA 90806
We provide comprehensive Financial Planning, focusing on creating detailed strategies which address the 6 key areas of your personal or business' financial life: Financial Position, Protecti...
from Jan 31, 2011
Financial Planner, Financial Services Representative, Registered Representative
200 Park Ave, New York, NY 10016
Provided comprehensive Financial Planning.Our focus was on creating detailed strategies which addressed the 6 key areas of your personal or business' financial life: Financial Position, Prot...
Oct 2007 — Jan 2011
President - Real Estate and Investments
The Castle Real Estate Group is a residential and Commercial Brokerage. When you work with us - we treat you as a partner, working side by side with you to make the selling or purchase tras...
from Aug 2007
Senior Real Estate Agent and Senior Financing Officer
Real estate analysis and negotiations of residential, multi-family, apartments.
Real estate financing of residential, commercial & construction loans.
Real estate and financing strategies...
2002 — 2006
Education
Occupations
Executive
Chairperson
Accountant
Finance and Accounting Specialist
Financial Broker
Financial Planner
Financial Services Professional
Representative
Chief Executive
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Financial Services Sales Agent
Skills
Investments
Finance
Strategic Financial Planning
Sales
Leadership
Insurance
Real Estate
Retirement Planning
Financial Services
Financial Planners
Negotiation
Financial Analysis
Strategic Planning
Financial Planning
Investment Properties
Strategy
Small Business
Life Insurance
Employee Benefits
Estate Planning
Asset Management
Mortgage Lending
Tax
Risk Management
Financial Advisory
Analysis
Accounting
Banking
Strategic Partnerships
Long Term Care
Portfolio Management
Wealth
Due Diligence
Real Estate Financing
Selling
Real Estate Transactions
Time Management
Financial Advice
Commercial Real Estate
Executive Management
Business Planning
Mergers and Acquisitions
Business
Loans
Short Sales
Wealth Management