Vanderbilt is happy to welcome one of our newest Financial Professionals, Steven W. Loerke. Steven is joining us from Redwood City, CA.
Steven has 23 years of experience in financial services. He is the Founder and President of Redwood Advisory Group. Steven provides financial planning and investment advisory services to a select group of executives, entrepreneurs, and other successful individuals and families.
Prior to founding Redwood Advisory Group, Steven spent 14 years with UBS Financial Services Inc. in San Francisco, most recently as a Wealth Advisor, Portfolio Manager, and Senior Vice President of the Steven Loerke Wealth Management Group. Steven began his career in Wealth Management with Smith Barney in 2000. He is a graduate of Saint Mary’s College of California with a Bachelor of Arts degree in Business.
Outside of his professional pursuits, Steven enjoys traveling, playing golf, and snow skiing. He is an active volunteer with the St. Anthony Foundation and Hamilton Families and holds active membership with both Junipero Serra High School and the Saint Mary’s College of California alumni associations.
“I wanted a partner to provide more freedom in choosing services, solutions, and technology for my client’s wealth management needs, and the Vanderbilt Financial Group provides that flexibility. I am honored to be a part of the enthusiasm at Vanderbilt Financial Group.” – Steven W. Loerke
“Steven is a dedicated and experienced Advisor whose priorities, values, and goals mirror that of Vanderbilt, making him a perfect partner” – Heidi Distante, CEO