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Steven Steele 

With a biology degree from UCLA and decades in health insurance, I earned my Chartered Life Underwriter designation and served on Blue Cross of California’s Agent Advisory Board. Known for my exceptional client care, I’m dedicated to helping people effectively. I live in Agoura Hills, enjoy coaching youth baseball, and play tennis.

My Story

While in high school, Steve attended UCLA.  After graduation, he was hired as a research assistant for Richard Ney, a best-selling financial author and money manager.   Blue Cross of California selected him to be on the first Agent Advisory Board on which he served for over 10 years.

 

Prior to joining The Benefit Center Insurance & Financial Services, Steve was a principal with Sauthier, Steele, and Associates for over three decades. His partner’s death guided him to join a team that would continue a legacy of caring, competence, and character that Michael Sauthier had instilled as core values. Steve is excited and thankful to join the Fitzpatricks with their high-touch and high-tech practice.

 

With his CPA, Steve recently taught a Zoom class with a Professor of Finance and Banking at Collins College in Texas on getting involved with rental real estate. He drives for Meals on Wheels on Tuesdays and is coaching baseball this fall

 

Steve lives in Agoura Hills with a wife whose only serious shortcoming is “poor taste in men” and her 97-year-old mother-in-law who moved in “temporarily” after the Northridge earthquake.

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