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President / Financial and Tax Advisor

Meet Steve Pollock

Steve is President of Reason Financial & Tax and a Partner at Reason Financial and Reason Tax Group, where he provides investment management, financial planning, and tax preparation services. Known for his client-centered and practical approach, Steve looks beyond any one piece of a client’s financial life to understand how investments, taxes, and long-term planning work together.

Steve’s broad experience across the financial services industry allows him to recognize how different areas of a client’s financial life intersect. His practice brings investment management, tax planning, and long-term wealth strategy together rather than treating them as separate decisions. He has also built a brain trust of professional specialists into a multidisciplinary team, helping clients receive coordinated advice based on their full circumstances and long-term goals.

Key Credentials

CERTIFIED FINANCIAL PLANNER®, CFP®
Accredited Investment Fiduciary®, AIF®

Personal

Pacific Beach Resident & Family Man
Husband to Jessica, Dad to Aubree and Hannah
Steve Pollock professional headshot

Professional Designations

CERTIFIED FINANCIAL PLANNER®, CFP®
Accredited Investment Fiduciary®, AIF®
Enrolled Agent, EA
Master of Science in Financial and Tax Planning
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Professional Background

Steve is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® (AIF®), and Enrolled Agent (EA) with extensive experience in financial services. His practice encompasses investment management, financial planning, and tax preparation for individuals and families.
After spending 13 years working within different models of the financial services industry, Steve built an independent, client-centered practice where advice is guided by the client’s needs rather than a product line. His areas of focus include connecting investment decisions with tax planning and developing long-term wealth strategies. Steve works closely with a multidisciplinary team of professional specialists to help clients make informed decisions while keeping their broader financial picture in mind.
Steve holds a Bachelor of Science in Business Administration and a Master of Science in Financial and Tax Planning from San Diego State University.
Education Highlights:
  • • Bachelor of Science in Business Administration - San Diego State University
  • • Master of Science in Financial and Tax Planning - San Diego State University
"To live intentionally and not by accident is foundational to a life of joy, significance, and meaning: the elements of fulfillment and purposeful life"
— Tony Batman
Steve Pollock personal photo

Life Beyond Work

Outside of the office, Steve enjoys spending time with his wife, Jessica, and their daughters, Aubree and Hannah. Living in Pacific Beach, he stays active in the local community and enjoys getting outdoors with his family. Whether camping, finding their next outdoor adventure, or taking on a physical challenge, Steve enjoys staying active and making the most of San Diego life.

Active among the Pacific Beach Community
Mission Bay Sprint Triathlon Finisher
Camper and Outdoor Adventure seeker