At LifeSteps Financial, we specialize in providing investment advice and financial solutions.
We are committed to establishing long-term, rewarding relationships with our valued clients.
Our mission is to create a fulfilling client experience, deliver financial solutions through relationships built upon trust, and help you achieve and maintain financial peace of mind.
Our vision is to become the premier provider of financial solutions within the communities we serve. LifeSteps Financial will be widely recognized and trusted as a team of highly competent and caring financial advisors.
Principles of Professionalism
We are committed to the following professional principles and ethical guidelines. We pledge to:
- Place your needs first
- Return your phone calls promptly
- Always show you courtesy and respect
- Demonstrate the highest standards of personal and professional integrity
- Explain the reasons behind our recommendations and financial advice
- Monitor your investments with discipline
- Contact you regularly to review your financial situation
- Continue to improve our knowledge of financial topics which will benefit our clients
As a principal and founder of LifeSteps Financial, Henry is focused on creating a firm with a reputation for providing trustworthy advice and outstanding client service. His dedication to his clients is supported by 15 years of industry experience. Henry’s responsibilities as Senior Advisor include developing financial plans and investment strategies for clients of the firm. Prior to forming LifeSteps Financial, Henry was a Manager and Financial Advisor for Morgan Stanley Smith Barney in Claremont, CA. He started his career at TD Waterhouse where he served as a complex manager. He lives with his wife and two daughters in Rancho Cucamonga, CA and attended the University of Southern California. He is an active participant in Toastmasters and Kiwanis.
Jorden is an Investment Advisor Representative. He provides investment advice and promotes business development. Prior to joining LifeSteps Financial Jorden spent 8 years working for Paychex, Inc. in San Diego, CA, most recently as a Senior Sales Consultant. He graduated from San Diego State University in 2002 earning the degree Bachelor of Arts, Economics. He has been active in the San Diego and Coronado Chambers of Commerce. Jorden was raised in Claremont, CA and currently lives with his wife and two daughters in San Marcos, CA.
Gladys is the Senior Administrator at LifeSteps Financial. In her role, she is responsible for all the administrative functions surrounding our client relationships. Gladys oversees the opening and transferring of accounts, facilitates cashiering functions and is the initial point of contact for client inquiries. She performs her duties with a strong dedication to client service. Prior to joining LifeSteps Financial, Gladys worked in the Claremont, CA branch of Morgan Stanley Smith Barney. Her knowledge of the industry stems from over 15 years of experience working with financial advisors. Gladys is a graduate of California State University in Los Angeles and she is a Notary Public. She enjoys spending time with her husband and son.
Marylynn is the firm’s Research Analyst. Prior to joining the firm, Marylynn spent 27 years teaching mathematics. She received her master’s degree from Claremont Graduate School. Marylynn has lived in Rancho Cucamonga with her husband since 1977.
Who We Serve
The Clients of LifeSteps Financial
We serve a diverse clientele, but common to all of our clients is the fact that they value independent advice and a high degree of personal service. People often seek a relationship with our firm due to a financial transition in their lives. Specific situations include planning for retirement, the loss of a loved one, the receipt of an inheritance or the simple realization that it’s time to get serious about their financial future.
Unlike many financial services firms, we do not define our clients by their financial resources or professional status. Instead, we evaluate each relationship based on the potential for us to add value specific to each client’s circumstances. While our technical expertise is important, we recognize that “people don’t care how much you know, until they know how much you care.”