Steve Fooks
Steve Fooks
Insurance Consultant
As an insurance consultant, Steve brings a both his technical and practical knowledge and experience when creating strategies to assist professionals and business owners to build and preserve their wealth in tax effective ways. By focusing on optimizing personal net worth, Steve combines risk management solutions and non traditional utilization of insurance products to allow access to a tax-preferred alternative to fixed income investment diversification.
Steve is a Certified Financial Planner and a Certified Health Insurance Specialist.
