Steven Balaban, CFP tm

Steven Balaban, CFP tm Manage today so that you can enjoy tomorrow based on what's most important to you.

I am a Certified Financial Planner™ with over 30 years of experience working with individuals, families and small business to help them organize all aspects of their financial affairs including: Retirement and Retirement Income Planning, Risk Management, Portfolio Management, Estate Planning, Tax Planning and Debt Management. We engage in meaningful conversations that lead to action.

*The inform

ation provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

*Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. FDL is independent of CIS and CAM, all of whom are unaffiliated with third-party sites, cannot verify the accuracy of, nor assume responsibility for any content of linked third-party sites. Information available on third-party sites is for informational purposes only. Offering securities in the following states: California, Arizona, Arkansas, Florida, Maine, Washington, Oregon and Texas.

06/17/2026

When newly public companies have been valued as richly as SpaceX, OpenAI and Anthropic seem likely to be, the outlook for ordinary investors has been poor.

06/16/2026

As an avid “football” fan since the days when games weren’t broadcast in the U.S., Roger Bennett watched the sport’s slow rise to the mainstream. We’ve come a long way.

06/01/2026

Interest rates for long-term Treasury bonds have surged to levels last seen in 2007. Here's what to watch in the coming days.

05/31/2026

Stocks are partying like it’s 1999, but Americans haven’t been this gloomy in 70 years.

05/30/2026

Here's how the brain's attention filter turns your focus into your reality — and the search query rewrite that changes what you find.

05/26/2026

Testing the productivity strategies in Laura Vanderkam’s Big Time, and learning to live a life of abundance.

05/25/2026

There is simple math behind figuring out how to juggle multiple important goals

05/24/2026

Tenets of behavioral finance can help soothe investors who are worried global events could derail their long-term financial plans.

05/23/2026

For all the anxiety about a tough job market, recent college grad unemployment is 5.6%—higher than average, but far from catastrophic. Here are five things new grads should know as they launch their careers.

05/22/2026

Older homeowners often can’t afford to maintain their houses or don’t understand the value in updating them. And that can mean thousands lost when they sell.

Address

5075 Shoreham Place Suite 230
San Diego, CA
92122

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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