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    Gregory A. Steen

    CEO

    Download Profile Send Email

    02/13/2008

    04/11/2018

    Steen & Company

    2440 W. Shaw Ave Ste 210,
    Fresno, CA 93711
    US
    map

    http://www.protectyourlifesavings.com

    (559) 227-7322

    (800) 456-7559

    (559) 431-1414

    Insurance Agent

    Asset Protection

    Description

    Gregory A. Steen is a Long-Term Care Specialist, Life Insurance Agent, Founder and CEO of Steen & Company, a full-service estate planning firm headquartered in Fresno, California. Since 1989, he has specialized in the areas of asset protection, preservation and post-retirement planning. He has conducted retirement and estate planning workshops throughout the state and has written and/or co-written various books, pamphlets and articles for industry use. In addition he is the host of the popular Truth4Seniors TV & radio programs. Since 1983, Greg has been married to Stephanie, his high-school sweetheart and together they have five children. When away from the office they enjoy camping, skiing and being outdoors with family and friends.

    Education

    Greg entered the Financial Services Industry in 1987 where he obtained his California Insurance License. Throughout his years as a financial professional Greg has completed various educational courses covering many different aspects of financial planning, including the following courses: Charting Your Financial Future, California Long Term Care, Estate Planning 1 & 2, Employee Benefit Planning, The Power Of Trusts, and Advanced Life & Annuity Planning.

    Associations

    Greg is an approved member of the National Ethics Association (NEA), an independent organization of insurance and financial advisors who have maintained an exemplary record of business ethics. Greg is also a member of the Clovis Chamber of Commerce, the United States Chamber of Commerce and the Fresno Better Business Bureau. Greg is a Founding Member of the Fresno SR Alliance, a group of professionals who are dedicated to servicing the mature population in the social health and financial areas of life. In addition Greg serves as an Elder for Liberty Christian Fellowship and is a Board Member for its affiliated ministries.

    References

    Available upon request.

     

     

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