Steve Beatty Financial Employee Directory

Financial ServicesNevada, United States0-1 Employees

Steve Beatty Financial is a small financial advisory practice based in Las Vegas, Nevada. The firm specializes in exit planning for owners of closely held businesses, helping them exit on their own terms with minimal tax impact and maximum value. A key focus is integrating estate planning with business planning, including the strategic use of life insurance in these contexts. Founder Steve Beatty has advised clients since 1989 and holds the Certified Exit Planning Advisor designation, with CEPA credentials from the Exit Planning Institute. His background also includes a Political Science degree from the University of California, San Diego, and he was among the first graduates of the 401(k) Coach Program.

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