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The impact you make now, and in the future, depends on partnering with a team prepared to help you fulfill your higher mission. Focus Partners Institutional provides high-value solutions from a client-centered team dedicated to fiduciary excellence. Our goal is to be your trusted partner, serving all of your institutional investment needs now, and in the years ahead.

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Retirement plans are an important part of your business. Finding the right fiduciary partner is critical to your success. You've come to the right place, because our team is passionate about our work and fully focused on retirement plans so you can focus more on everything else.

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Walnut Creek - N California Blvd

Steven Peterson

Associate Wealth Advisor

1646 N California Blvd, Suite 320
Walnut Creek, CA 94596

Steven Peterson

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Steven Peterson

About Steven

Steve provides wealth management services to clients throughout the West Coast. Many of his clients have complex estates with concentrated stock holdings, private equity, and other illiquid assets.

Education and Professional Milestones

- University of San Francisco - bachelor’s degree in business administration, concentration in finance

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