Steve Quan, Financial Advisor

Focus Areas

  • Wealth strategies
  • Wealth protection strategies
  • Estate and legacy strategies
  • Intergenerational planning
  • Retirement income strategies
  • Retirement savings strategies

About Steve

Every day I help people set life goals and then partner together to achieve them. It's an area where I have some personal experience, not just with goals but with detours along the way.

In my earlier years, I was fascinated by the world of finance. But I needed a job to repay school loans, and the job I found was in a different field. What I thought would be 2 to 3 years to get on my feet, grew into almost 13. It was a good job, but ultimately I wasn't happy. As fate would have it, I was...

Work History

  • Edward JonesMay 2010 to Current

Team Members

  • Shaheena Siddiqi
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

More to explore

My priorities

What are your priorities?

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Setting your path

We use an established process to help you reach your goals.

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