About Stephen Shloss, CFP®
“Steve” was born and raised in Akron, Ohio. He prides himself with his Midwestern, friendly, can-do attitude and work ethic. Steve has now lived and worked in Orange County for the past 30+ years. Steve is the President of Castle Financial. He holds the CFP® (CERTIFIED FINANCIAL PLANNER™) designation as well as a SRES® (Senior Real Estate Specialist) Designation and has been advising clients for more than twenty years.
Steve brings financial clarity to growing families, millennials, baby boomers, seniors. trusts and estates in all aspects of comprehensive financial planning. His focus on integrity, honesty, customer service and a unique holistic planning approach, ensures his clients are provided with the objective recommendations and strategies based on their goals and best interests.
Navigating life’s family transitions is a primary focus of Castle Financial - whether it’s a new marriage, growing and expanding families, blended families, baby boomer retirements, seniors transitioning to assisted living or a death in the family and divorce. Securing smart and thoughtful guidance is of paramount importance to sound decisions and desirable outcomes.
Steve advises his business and individual clients on the best strategies to fit their family's goals and objectives and helps clients strategize to minimize their tax liability and helps to create personally tailored investment plans. Steve has extensive experience with both residential real estate and commercial multi-family apartments. Steve is also a member of the Keller Williams Realty Irvine Agency Leadership Council (top 20%) and the Chairman of the Market Center’s Financial Planning Committee.
His wife of 24 years, Yvonne, his son Noah and daughter Sophia are the center of his life. Steve is involved in his community. He serves on his Church’s Finance Committee and is the coordinator/administrator for a High School ministry. Steve enjoys the outdoors and particularly the views from the top of a mountain he has scaled on his mountain bike.