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Steve Masoner is a Managing Director and Financial Advisor with TSG Wealth Management. After over 25 years in the financial services industry Steve joined the team at TSG to enhance and continue his work building and preserving the wealth and legacy of clients. His thoughtful approach to defining and prioritizing individual financial goals allows him to work to create appropriate investment strategies while enjoying long-term, genuine relationships with his clients and their families.
Steve received his BA in management labor relations from Missouri State University and his MBA in Business Administration from Lindenwood University.
Originally from Kansas City, MO, Steve has lived in Seal Beach since 1989. Active in the community, Steve is the founder and president of Save our Beach, a non-profit organization committed to improving the water quality along the Southern California coastline through education and volunteer participation in coastal clean-ups. Since the project began over 120,000 volunteers have collected over 850,000 lbs of trash. In 2018 Steve received the honor of Orange County Citizen of the Year in recognition of his volunteerism.
CA Insurance License #0C73710. Resident state: CA.
The 2018 Orange County Citizen of the Year was bestowed by Cypress College Foundation as a result of community efforts, unrelated to the business of the firm.
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