Location: Corporate Office
Steven Barrett is the Program Manager at Premier America Wealth Management Group, based in the Credit Union’s Corporate Office. With over 18 years of experience in the financial services industry, he is experienced at helping individuals, families, and small business owners with the full range of investment and insurance services.
Prior to joining Premier America Wealth Management Group, Steven was managing sales units at New York Life Insurance. He later joined Xceed Financial Credit Union, where he was responsible for a nationwide team of financial advisors. Having spent the early part if his career as an executive in the technology field, Steven is able to grow the financial business by integrating marketing programs and technology platform to provide seamless experience for clients.
Steven resides in Rolling Hills Estates with his wife and their five children. He enjoys golfing, boating, skiing, and experimenting with solar power.
Licenses and Registrations
Steven is licensed to sell insurance products in AL, AZ, AR, CA, FL, GA, HI, ID, IL, IA, KS, KY, LA, MI, MN, MS, NM, NV, NH, NM, NC, OK, OR, PA, TX, UT, VA, and WA, and holds his Series 6, 7, 63, and 65 through LPL Financial. CA License #0E32993.
*Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.