President / Financial and Tax Adviser
Meet Steve Pollock
CERTIFIED FINANCIAL PLANNER™ professional providing comprehensive investment management, financial planning, and tax preparation services on a fee basis.
Key Credentials
CERTIFIED FINANCIAL PLANNER™, CFP®
Accredited Investment Fiduciary®, AIF®
Personal
Pacific Beach Resident & Family Man
Husband to Jessica, Dad to Aubree and Hannah
Professional Designations
CERTIFIED FINANCIAL PLANNER™, CFP®
Accredited Investment Fiduciary®, AIF®
Enrolled Agent, EA
Master of Science in Financial and Tax Planning
Bachelor of Science in Business Administration
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FINRA's BrokerCheck
Professional Background
Steve is a Partner at Reason Financial and Reason Tax Group, where he provides investment management, financial planning, and tax preparation services to current and prospective clients. As a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Accredited Investment Fiduciary (AIF®), and Enrolled Agent (EA), Steve brings a comprehensive and client-focused approach to helping individuals and families achieve their financial goals.
He is committed to delivering personalized financial guidance that integrates investment management, tax planning, and long-term wealth strategies. Steve has collaborated with a network of professional specialists to create a multi-disciplinary team capable of addressing all aspects of a client’s financial life, ensuring coordinated advice and a deeper understanding of each client’s unique circumstances and long-term objectives.
Steve earned a Bachelor of Science in Business Administration and a Master of Science in Financial and Tax Planning from San Diego State University. After spending 13 years in the financial services industry and working under a variety of business models and professional registrations, he established his own independent practice with a focus on providing objective, client-centered advice.
Steve is recognized for his fiduciary mindset, technical expertise, and dedication to helping clients navigate complex financial decisions with clarity and confidence.
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""
Life Beyond Work
Steve lives in Pacific Beach with his family and is active among the local Pacific Beach community. He is a Mission Bay Sprint Triathlon finisher, and when not helping clients with their finances, Steve loves to camp and seek outdoor adventures with his wife Jessica and daughters Aubree and Hannah.
Husband to Jessica, Dad to Aubree and Hannah
Active among the Pacific Beach Community
Mission Bay Sprint Triathlon Finisher
Camper and Outdoor Adventure seeker