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Steven Greenwood Steven M. Greenwood Prof. Corp. Phone: 805-277-5020 Email: steve@caestatelaw.com |
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Member: Professional Service: |
BUSINESS BIO: In 1994, Mr. Greenwood joined Cigna Financial Advisors (now known as Sagemark Consulting) adding a financial and estate planning dimension to his practice, becoming licensed in insurance and investment counseling. During this period, Mr. Greenwood focused primarily upon older, affluent business owners, whose legal and financial needs were beyond the norm, bringing much needed counsel to a woefully underserved market niche. Whether it was explaining the mechanics of a living trust, how life insurance might assist in achieving their goals, or helping his business owning clients address the issues of business succession, forthright, easy to understand communication was his forte. Mr. Greenwood's current focus is upon fundamental to advanced estate planning, business succession planning, asset protection, and trust administration. He is also an accomplished author, lecturer and provider of continuing education to the insurance industry. He is listed in several Who's Who publications and is the recipient of numerous personal achievement awards. Learn more at www.CAestatelaw.com
PERSONAL BIO:
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Family: Steve resides in Newbury Park, California with his wife of 33 years, Debra, and is the proud father of three accomplished children. Interests: As an avocation, Steve remains an enthusiastic bass guitar player and lead singer with his classic rock band. In addition, he is an avid reader and student of politics, economics and international affairs/geo-politics with a focus on the Middle East. One of his greatest pleasures is engaging in animated debate with others similarly interested. Steve also enjoys a challenging tennis match, periodically watches the Dodgers and Lakers as an occasional pastime, and usually hurts himself whenever he plays golf. |