Steve Gormley, CIMA®
Steve Gormley, CIMA®
Partner, Director of Portfolio Management
LPL Registered Representative
E-mail:
steve@kwbwealthmanagers.com Steve joined KWB Wealth Managers Group in May of 2009. He is a Certified Investment Management Analyst® (CIMA) professional and currently holds Series 7 & 66 Licenses through LPL Financial. He also holds the Applied Behavioral Finance certificate from the Investments & Wealth Institute.
Steve has been in the investment industry since graduating from the University of Redlands in 2005 with a Bachelor of Science in Business Administration and was a four-year varsity letterman in baseball. He has a deep passion for behavioral finance which permeates the work he does developing strategies and portfolios to help clients pursue their financial goals.
Steve married his beautiful wife, Kelsey, in June 2013. They live in Yucaipa with their two children, Daniel and Maggie.
