Steven Balaban, CFP tm

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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 information 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.

10/14/2026

Forbes reviewed nearly 1,000 sites to come up with the top 25 for pursuits ranging from the arts and fine dining to golf. Here’s how to find your own top spot.

10/13/2026

The world has never been richer on paper—but with asset values and debt rising faster than the real economy, interest rates may hold the key to what comes next.

10/12/2026

History shows that the markets and the economy flourished when rates were even higher than today’s. But, our columnist notes, those times didn’t last.

10/11/2026

It’s often the stuff you haven’t even thought of that can create the biggest divisions for your family after you're gone.

10/10/2026

America may be richer than ever on paper, but in an economy built increasingly on intangibles, prosperity can still feel strangely hard to hold onto.

10/06/2026

There are many unrecognized trade-offs to home ownership that can make renting a better economic choice

10/05/2026

Homebuyers are increasingly looking beyond square footage for something harder to measure: neighborhoods designed to make it easier to know—and actually spend time with—the people next door.

10/04/2026

Can you bring iced coffee to a job interview? Yes, but with some boundaries.

10/03/2026

Did bond yields rise because the economy is strong or because America’s credibility is on the line?

10/02/2026

For many, financial success is becoming less about checking traditional boxes and more about having the freedom to enjoy life along the way.

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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