Keeping It Can Be Harder Than Making It
Building, maintaining and transferring wealth can be an intricate and complex
undertaking not to mention time consuming. It involves many varied and highly
specialized aspects of investment, tax and estate planning. As a Certified Public
Accountant and Registered Investment Advisor Agent, Steve provides a unique
perspective and is ideally suited to address your specialized wealth planning
needs and concerns. With Steve’s approach you get the tremendous added
advantages and synergies of a truly comprehensive integrated approach.
Personal Wealth Management and Estate Conservation
As a practitioner Steve is a highly specialized, experienced professional with
over 23 years of combined expertise in the areas of accounting, tax, and
financial planning. He is a Certified Public Accountant and a SEC Registered
Investment Advisor Agent. Previously Steve was with the prestigious
international public accounting firms of PriceWaterhouseCoopers LLP and
Ernst & Young LLP for over ten years as an expert in accounting and auditing
and also spent over five years in the high-tech industry which included a start-up
that grew to over $400 million in sales. Presently he has been specializing in
personal wealth management and estate conservation going on eight years now.
Steve received his Bachelor’s of Science in Accounting from California State
University Sacramento in 1985 and has made a career out of life long learning.
When he’s not working he enjoys travel and leisure which includes golf, tennis,
biking, and snow skiing.
Building, maintaining and transferring wealth can be an intricate and complex
undertaking not to mention time consuming. It involves many varied and highly
specialized aspects of investment, tax and estate planning. As a Certified Public
Accountant and Registered Investment Advisor Agent, Steve provides a unique
perspective and is ideally suited to address your specialized wealth planning
needs and concerns. With Steve’s approach you get the tremendous added
advantages and synergies of a truly comprehensive integrated approach.
Personal Wealth Management and Estate Conservation
As a practitioner Steve is a highly specialized, experienced professional with
over 23 years of combined expertise in the areas of accounting, tax, and
financial planning. He is a Certified Public Accountant and a SEC Registered
Investment Advisor Agent. Previously Steve was with the prestigious
international public accounting firms of PriceWaterhouseCoopers LLP and
Ernst & Young LLP for over ten years as an expert in accounting and auditing
and also spent over five years in the high-tech industry which included a start-up
that grew to over $400 million in sales. Presently he has been specializing in
personal wealth management and estate conservation going on eight years now.
Steve received his Bachelor’s of Science in Accounting from California State
University Sacramento in 1985 and has made a career out of life long learning.
When he’s not working he enjoys travel and leisure which includes golf, tennis,
biking, and snow skiing.
Stephen J. Sustrick, CPA is a dedicated
professional who is of the firm belief that a
primary objective of personal wealth management
and estate conservation is peace-of-mind.
A More Secure Financial Future for You and Your
Family
Steve is steadfastly committed to building a more
secure financial future for you and your family
through hard work, personal diligence and sound
staid professional advice.
professional who is of the firm belief that a
primary objective of personal wealth management
and estate conservation is peace-of-mind.
A More Secure Financial Future for You and Your
Family
Steve is steadfastly committed to building a more
secure financial future for you and your family
through hard work, personal diligence and sound
staid professional advice.
| STEPHEN J. SUSTRICK, CPA |
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| Copyright © 2009 Honu Wealth Management |
