Steve Beatty

Current

• Registered Representative at NFP Securities
• President at 401k Administrators
• President at InVEST--Financial Solutions for Business

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Past

• Registered Representative at Associated Securities
• Registered Representative at Prudential
• Assistant General Agent at Mass Mutual

• Agent at Equitable
• Sportswriter at Las Vegas Sun
• Sportswriter--San Diego Bureau at Los Angeles Times
• Sportswriter at San Diego Union
• Part-timer at Colorado Springs Gazette Telegraph

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5 more...

Education

• University of California, San Diego
• Coronado High School
• Corona del Mar High School

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Recommended

1 person has recommended Steve

Connections

291 connections

Industry

Financial Services

Websites

• My Company
• My Company

Steve Beatty’s Summary

Have been a financial advisor since 1989. Spent five years as an agent at Equitable Financial, five years as a financial advisor and sales manager at Mass Mutual. Have had my own independent practice since 1998. Have been a member of the Million Dollar Roundtable 15 times and Top of the Table four of the last five years. Hold the Accredited Investment Fiduciary (AIF) designation.

Steve Beatty’s Specialties:

Work with business owners who are 40-60, worth $2-100 million, care about their familes and care about their communities. Specialize in strategic tax planning, exit planning, and business planning. Also own 401k Administrators,a third party administration firm that provides edu-tainment for participants and and compliance and fiduciary solutions for plan sponsors of 401(k) plans and defined benefit plans.

Steve Beatty’s Experience

• Registered Representative

  NFP Securities

  (Public Company; NFP; Financial Services industry)

  2007 — Present (2 years )

• President

  401k Administrators

  (Privately Held; 1-10 employees; Financial Services industry)

  September 2006 — Present (3 years 4 months)

• President

  InVEST--Financial Solutions for Business

  (Privately Held; 1-10 employees; Financial Services industry)

  March 2004 — Present (5 years 10 months)

• Registered Representative

  Associated Securities

  (Financial Services industry)

  2003 — 2007 (4 years )

• Registered Representative

  Prudential

  (Public Company; Financial Services industry)

  1998 — 2003 (5 years )

• Assistant General Agent

  Mass Mutual

  (Financial Services industry)

  1994 — 1998 (4 years )

• Agent

  Equitable

  (Public Company; Financial Services industry)

  1989 — 1994 (5 years )

• Sportswriter

  Las Vegas Sun

  (Financial Services industry)

  1988 — 1989 (1 year )

• Sportswriter--San Diego Bureau

  Los Angeles Times

  (Public Company; Financial Services industry)

  1985 — 1988 (3 years )

• Sportswriter

  San Diego Union

  (Public Company; 501-1000 employees; Newspapers industry)

  June 1984 — December 1985 (1 year 7 months)

• Part-timer

  Colorado Springs Gazette Telegraph

  (Public Company; 51-200 employees; Newspapers industry)

  July 1982 — June 1984 (2 years )

  I worked in the sports department and covered road running and high school sports during my junior and senior years of high school.

Steve Beatty’s Education

• University of California, San Diego

  1984 — 1988

• Coronado High School

  1981 — 1984

• Corona del Mar High School

  1980 — 1982

Additional Information

Steve Beatty’s Websites:

• My Company
• My Company

Steve Beatty’s Groups:

E-Myth Worldwide CECs, PSI Seminars, CdM

•    KIVA
•    A Golf & Business Networking Group
•    Las Vegas Travellers
•    Business Golf Country Club www.bizgolfcc.com
•    UCSD Alumni
•    U.C. San Diego Alumni
•    Wealth Management Group
•    Southern Nevada Business & Industry
•    SinCity Network
•    Las Vegas Entrepreneurs
•    The BOAT (Business Owner Advisory Team)
•    TRA 401(k) Forum
•    Business Threat Intelligence
•    Employer healthcare reform

Steve Beatty’s Contact Settings

Interested In:

• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch