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Address: 250 W. First St., Ste. 248 . Claremont, CA 91711

Welcome to LifeSteps Financial

Looking for a highly experienced and trusted firm to help you reach your financial goals and dreams? Ready to start a relationship with a caring, professional team focused on building and preserving your wealth…and watching out for your best interests? Welcome to LifeSteps Financial, where rewarding relationships with our clients promote long-term financial security.

We are driven to exceed your expectations and safeguard your assets,
building an advisor-client relationship that will appreciate over time.

Put Decades of Financial
Expertise to Work for You

As a valued client of LifeSteps Financial, you’ll have decades of expertise and success in financial planning and wealth management working for you.

A Comprehensive Approach
to Personal Finance

While technical and strategic expertise are important, we recognize that “people don’t care how much you know, until they know how much you care”.

Sound Financial Planning
For Generations

At LifeSteps Financial, we take pride in providing personalized financial advice for every phase of your professional career and all the milestones in your life.