Xceed Wealth Management - Financial Consultants

Steven Barrett

Steven Barrett

Steven Barrett is a Financial Consultant with Xceed Wealth Management Group, based in the Credit Union’s El Segundo headquarters. With more than a dozen years in the financial services industry, he is experienced at helping individuals, families and small business owners with the full range of investment and insurance services.

Prior to joining the Xceed team, Steven spent several years as a partner with one of the nation’s largest insurance companies. He experienced tremendous success with that company, receiving numerous promotions, honors and awards for excellent customer service. Steven spent the early part of his career as an executive in the technology field, and studied math and computer science at the College of Wooster in Ohio.

A dedicated husband and father, Steven lives in Rolling Hills Estates with his wife and their five children.

You can check Steven’s background on FINRA’s BrokerCheck.

Schedule an appointment


Licenses

Licenses held:
Series 6, 7, 63 and 65 registrations with LPL Financial.

Registered for Securities in the following states:
AL, AZ, CA, CO, FL, GA, IL, MS, NC, NM, NV, OR, PA, TX, UT, VA, WA

Licensed to sell Insurance Products in the following states:
AL, AZ, CA, CT, FL, GA, MA, ME, NC, NH, PA, RI, SC, UT, VT, WA

Registered as an Investment Advisor Representative (IAR) in the following states:
CA, TX


Services

Xceed Wealth Management Group offers personalized solutions that address, but are not limited to:

  • Retirement planning
  • Trust and estate planning working with tax accountants and attorneys
  • Mutual funds and exchange-traded funds
  • College planning
  • Wealth preservation and insurance planning strategies
  • 401(k) Rollovers
  • Long-term care insurance
  • Stock options and deferred compensation planning
  • 529 Plans
  • Annuities

Contact Steven

Email: steven.barrett@lpl.com

Phone: 310.607.3082

Fax: 310.335.9256

Mail:
Xceed Wealth Management Group
837 North Douglas Street
El Segundo, CA 90245

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