Broker Check
Steve Van Houten, CFP®

Steve Van Houten, CFP®

President & CEO

A 1980 graduate of San Diego State University with a degree in Finance, Steve started his career in the financial services industry working as an Investment Analyst at Private Ledger Financial Services. He then went on to become the Director of Marketing for a real estate firm for six years before joining Lou Oberman at Lifetime Financial Advisors, Inc. Steve and his firm have built solid relationships with their clients over the years and now serve the fourth generations of some families. The advisors at LFA manage over $480 million of client brokerage and advisory assets through LPL Financial as of September 1, 2021, the nation's #1 independent broker/dealer in the U.S.* Steve serves as a founding member of the Lifetime Financial Advisors, Inc. Investment Committee.

Steve is a music enthusiast who enjoys playing the piano and singing with small groups. He and his wife live in Encinitas, California. His son Luke, a Boston College graduate, joined LFA in 2020 as an Associate Advisor, and his daughter Avery is a Senior Consultant at Ernst & Young in New York. The Van Houten's interests include church activities, cooking, music, camping, travel, and friends.

 

LPL Registered Principal, CA Insurance Lic# 0613686

*As reported in Financial Planning Magazine June 1996-2020, based on total revenues.