Steve Pitchford is a high-skilled expert, that works in Towerpoint Wealth main office of which is in 1103. as a Director of Tax and Financial Planning at Towerpoint Wealth from 2018. Steve Pitchford has earned professional experience in more than six positions at different companies. Steve Pitchford went to the Santa Clara University and received education there from 2010 to 2010. This expert has these professional qualifications: Certified Public Accountant, California State Board of Accountancy, License 116458, and License 116458. San Francisco, California is the area, where this expert was lastly known to be living. This expert's email address and number are accessed through this website on demand.
Name variants:
Stephen Pitchford
Last updated Jun 20, 2024
Contact Information
Last Update
Jun 30, 2022
Email
sm**@ucdavis.edu
Location
San Francisco, CA
Company
Towerpoint Wealth
Workplace
Director of Tax and Financial Planning at Towerpoint Wealth
Work History
Director of Tax and Financial Planning at Towerpoint Wealth
500 Capitol Mall SUITE 1060, Sacramento, CA 95814
Towerpoint Wealth, LLC represents a unique model in the industry—a boutique independent financial planning firm partnered with some of the best global resources and capabilities available. W...
from Jan 2018
Travel In Southeast Asia
Sabbatical from work to fulfill a lifelong dream of extended travel throughout Southeast Asia. The trip enhanced my understanding of the world and contributed substantially to my personal gr...
Feb 2017 — Oct 2017
Tax Advisor and Portfolio Manager
Provided comprehensive wealth management services to clients to help them achieve their personal financial and life goals.
Managed client investment portfolios to maintain long-term asset ...
Aug 2015 — Feb 2017
Investment Associate
580 California St, San Francisco, CA 94104
Reviewed client portfolios regularly to identify needed adjustments and reallocation of assets.-
Prepared detailed financial plans for clients using the software MoneyGuidePro.
Oversaw th...
Oct 2013 — Jul 2015
Senior Tax Consultant at Deloitte
30 Rockefeller Plz, New York, NY 10112
Consulted on tax implications of changing tax legislation for individual clients.
Reviewed individual tax returns, partnership tax returns, and partner income allocations for private equit...
Jan 2011 — Oct 2013
Financial Analyst Intern
Assisted in portfolio analysis in support of the Carr Wealth Management Group -Increased client base by 5% through communication with potential clients and database development -Analyzed equ...
Jun 2009 — Sep 2009
Education
2010 — 2010
2006 — 2010
Occupations
Executive
Treasurer
Director
Artist
Model
Health Specialist
Certified Nurse Aide
Security
Accountant
Finance and Accounting Specialist
Financial Officer
Financial Manager
Operations Manager
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Skills
Finance
Accounting
Management
Investments
Access
Private Equity
Customer Service
Financial Analysis
Budgets
Microsoft Excel
Tax
Financial Planning
Microsoft Office
Powerpoint
Strategy
FAQs about Steve Pitchford
What's the profession of Steve Pitchford?
This professional's job is Treasurer
What are the main profession of Steve Pitchford?
These person's professions are Executive and Treasurer
Where is Steve Pitchford currently located?
The expert is currently located in San Francisco, California.
Does Steve Pitchford have the email address?
sm**@ucdavis.edu is The professional's email address.
Where did Steve Pitchford work?
This expert worked at Towerpoint Wealth, Sabbatical.
What education does Steve Pitchford have?
Steve studied at the Santa Clara University from 2010 to 2010.
What are the certifications of Steve Pitchford?
The expert received the following certifications: Certified Public Accountant, California State Board of Accountancy, License 116458, and License 116458.
What is the industry that Steve Pitchford is connected to?
Steve Pitchford works in Financial Services industry.