Steven Eng
Financial Consultant
Steven has experience in a multitude of industries that span from education, F&B, to textiles. However, his primary focus and passion are in financial services. He believes in holistic financial planning for his clients by utilizing his industry expertise to preserve, protect, and grow their wealth. Prior to joining Wellspring Consulting, Steven worked at Glendale Securities, Inc as a Compliance Officer in the microcap space. This experience gave him a keen eye to spot irregularities. His prior engagements before that were at Ameriprise Financial, Inc. where he achieved “Circle of Success” as a Financial Advisor. It is an award designated to the company’s top advisors based on their ability to consistently demonstrate exceptional commitment to financial planning and superior client service.
Steven is a California Life and Health Insurance license holder and holds a certificate in Long Term Care. Steven is fluent in English, Cantonese, Mandarin, and Taishanese. CA Insurance Lic. #4041240