Broker Check

Steven Burdick

Financial Advisor


Steven Burdick possesses nearly 30 years of experience in financial and pension services. He spent many of these years serving educators and not for profit groups in planning for their future. Steve honed his skills in communicating financial principles in small and large group presentations and is considered to be an excellent communicator and public speaker.

Through Live Oak Wealth Management, Steve's focus has widened to include relationship based service to his planning clients. Steve strives to provide excellence in service and would welcome discussing how he might assist you with your goals and needs. You may choose to meet with Steve in his Arroyo Grande office, at your work site or even in your home.

Steve is a Graduate of BIOLA University and enjoys life on California's Central Coast with his beautiful wife and two awesome children.

Professional licenses and designations:

  • FINRA registrations: Series 6, 63, 65
  • California Life License #0B16087
  • Licensed to offer Securities in CA and GA.
  • Licensed to offer Insurance products and Advisory services in CA.

Some of Steve's greatest joys:

  • "Growing through life" with my family
  • Service to my community and Church
  • Helping others succeed in life's journey