5644 Hunt Club Drive
Fontana, California 92336
Since 1991, Steve La Bella has and is a well-known Strategic Wealth Advocate and financial planning consultant among the senior, middle aged and the entrepreneur communities. He has developed unique strategies to increase future income of his clients by more than 20% in the majority of cases. He has published articles in Golfer’s Digest, like “Annuity Owners Mistakes” and “Retire Smart” or you may have seen him in his podcast Strategic Wealth Advocate on YouTube. The W-2 Employees, Doctors, Middle Management and Senior Executives and the already retired, have used Steve’s advice to reduce or eliminate future tax bills, and turn taxable income into never taxed again capital.
Steve’s approach is to have his clients enjoy more spendable income and spend their hard earned savings in their Internal Revenue Service-qualified accounts, while they are still alive, and pass along their estate and legacy completely tax-free.
Steve is best known for his pamphlets on taking the pitfalls out of retirement, and using the income tax code to his clients’ advantage, so they can, pass that knowledge to his clients’ future generations, a financial legacy and will protect their assets and capital. In fact, Steve has assisted his clients to safely invest over $2 Billion into secure accounts. Steve is a Strategic Wealth Advocate with Alpha Omega Wealth that services all 50 states and U.S. Territories in helping his clients preserve their assets and capital while increasing their future income.
Caring, compassionate service from the heart of California. Steve guides his professional and educational endeavors by the needs of his clients. As a Strategic Wealth Advocate, financial consultant, entrepreneur, and loan officer, Steve brings his passion and dynamic experience to every client meeting. As an expert, he’s here to help you establish and grow your wealth in exactly the way you need.
When it comes to business and financial consulting, Steve understands how essential the perspective and knowledge provided is, especially for the families and entrepreneurs he works with. Because each financial situation is unique, you need a financial advisor who understands the full array of solutions and options available to you, based on YOUR needs, YOUR capacity, and YOUR long-term financial goals.
As an experienced commercial and residential loan officer, Steve is passionate about helping his clients obtain the lasting legacy they deserve. He’ll help you with tasks like establishing a home for wealth for future generations and developing a Private Banking System to sustain your legacy while protecting it from greedy banks, the IRS and big corporations.
Work with a Financial Advisor Who Believes in YOUR Legacy
Working with Steve is one of the best ways to protect YOUR family’s future. Connect with Steve La Bella to start building your legacy, today.
Scheduling time with Steve is easy – just navigate in your web browser to www.GetWithSteve.com to schedule time on his calendar.
Located in: California
Also licensed to practice in:
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