Favorite Book:
Naked Money and The Obstacle Is The Way

Ideal Dinner Guest:
Benjamin Franklin

Words to Live By:
My mother said to me, ‘If you are a soldier, you will become a general. If you are a monk, you will become the Pope.’ Instead, I was a painter, and became Picasso.
— Pablo Picasso

 

Steven Wilkinson, QPFC®, CRPS®

Partner, Director of Operations

Steve has been recognized nationally as one of the top 50 retirement plan advisors under 40 in the country by the National Association of Plan Advisors (NAPA)*. Initially working for Wells Fargo Bank in 2006, Steve successfully transitioned to Wells Fargo’s Wealth Management Division and has focused on corporate 401(k)s and nonprofit 403(b)s since 2007. He has managed his practice at firms such as Merrill Lynch, 401(k) & 403(b) Advisors, and founded Monarch Plan Advisors in 2013.

Steve has been awarded the Qualified Plan Financial Consultant (QPFC) designation from the American Society of Pension Professionals and the Chartered Retirement Plan Specialist (CRPS®) designation from the College of Financial Planning. Steve has held a Series 7 (inactive), Series 66, and California Life Insurance License. He also has a bachelor’s degree from University of La Verne.

 

EDUCATION
  • Business Administration Bachelors Degree from University of La Verne

INDUSTRY DESIGNATIONS

  • Qualified Plan Financial Consultant (QPFC)
  • Chartered Retirement Plan Specialist (CRPS®)

LICENSES

  • Series 7 (inactive)
  • Series 66
  • California Life Insurance (CA Lic.OF22350)

AWARDS AND RECOGNITIONS

  • National Association of Plan Advisors (NAPA) Top Retirement Plan Advisors Under 40 – 2018
  • National Association of Plan Advisors (NAPA) Top Retirement Plan Advisors Under 40 – 2017
  • National Association of Plan Advisors (NAPA) Top 50 Retirement Plan Advisors Under 40 – 2014

MEMBERSHIPS

  • Los Angeles Chapter of the Western Pension & Benefit Council (former board member)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • National Association of Plan Advisors (NAPA)
  • Orange County Western Pension & Benefit Council