
Steven Dauglashemail
Professional Story
Steven Dauglash is responsible for working with both corporate and high-net-worth individual clients of the firm. Steven has clients in the aerospace, energy, and manufacturing industries, with whom he helps make well-informed financial decisions regarding wealth management, investments, and insurance.
Education
University of California, Irvine (2018-2021)
Hobbies
Listening to Italian opera, watching the Los Angeles Lakers games
Affiliations & Memberships
Associate at Lenox Advisors
Languages: English
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Planning
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