Steven Boam, CRPC®
Born in Fresno, CA, Steven is known as the very first addition to the Fresno office for the Acord & Fong team. His joy as a Financial Planner originated from the experiences he had as a child. “As young kids, we are constantly learning life lessons. I was blessed with the predisposition to committedly study and apply the important lesson of how to become financially independent very early.” He then received his bachelor’s degree in Finance at Brigham Young University of Hawaii.
Steven believes that comprehensive financial planning that is carefully designed to his client’s needs is what is required to ensure that their goals are achieved. He finds the greatest feeling experienced in his practice is when he meets with his clients and they reflect on the milestones achieved from the initial conversations, strategies, and planning work implemented at the very beginning. “I do this because I truly am passionate about financial planning. I believe in helping people achieve their financial goals. Most importantly, I believe that those who seek proper guidance should be rewarded. They deserve a financial planner who truly cares about improving their lives.” When Steven isn’t at the office, you may find him surfing, traveling, and spending time with his family. Steven is also fluent in Portuguese learned from his time in Brazil.