What departments does STEP Financial have?

STEP Financial has employees across 1 departments including Information Security.

What is the largest department at STEP Financial?

The largest department at STEP Financial is Information Security with 1 employees.

Where are STEP Financial employees located globally?

STEP Financial has employees across 1 continents and 1 countries including United States Of America.

How has STEP Financial's team size changed over time?

STEP Financial's team has remained stable from approximately 3 to 3 employees based on available data.

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STEP Financial Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

STEP Financial operates in the financial services sector, offering guidance to individuals seeking to improve their long-term financial security. Based in Beverly Hills, California, the firm emphasizes a structured, three-step planning process that assesses a client’s current position, defines future goals, and teaches strategies to progress toward those objectives while protecting gains along the way. The business targets individuals who worry about making serious financial missteps or not having enough funds to last through life, providing independent advice with a fee-based model that does not rely on product commissions. With a small professional team, STEP Financial positions itself as an educational, empowerment-focused advising service, aiming to make each meeting informative and practical for clients seeking a clearer financial path.

STEP Financial Global Highlights

North America
2

United States Of America
2

STEP Financial's Leadership

H. L.
Ciso
Mobile Phone
Email

STEP Financial Employee Metrics

100%

50%

2026

2025

Business
Information Security
Accounting
Administrative
Analytics
Other
Information Technology

Contact profiles from STEP Financial

Name

Title

Contact

Location

Last Update

H. L.
Ciso
Mobile Phone
Email
United States
Feb 19, 2025

Frequently Asked Questions

What is STEP Financial known for?

STEP Financial was founded in 2014 operates in the Financial Services industry. Explore STEP Financial's company overview page for more information.

What is STEP Financial's most common email format?

STEP Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more STEP Financial email formats with LeadIQ.

How many employees does STEP Financial have currently?

STEP Financial has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are STEP Financial's key employees and leadership?

As of August 2026, STEP Financial's key employees include:

Ciso: H. L.

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STEP Financial Employee Directory

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