Best-selling author and Certified Income Specialist™ Steve Jurich holds three licenses: securities (Series 65, fiduciary), insurance (life/ health) and real estate (licensed broker).
While holding a license in itself does not confer advanced skills, Steve’s years of experience as a leading financial advisor separate him from the crowd.
As the founder of IQ Wealth Management, Steve is responsible for keeping the message and the direction of the company focused on helping clients achieve their long-term goals with less risk, lower costs and fewer fees.
He remains committed to preserving and protecting the ongoing focus of IQ Wealth: To build, grow and protect our clients’ financial security and independence.
Steve is proficient in the analysis of stocks, exchange-traded funds and mutual funds. He has many years of experience with real estate and continues his education at the Arizona School of Real Estate and Business as a licensed broker.
He is especially skilled in modeling retirement income portfolios. As a Certified Annuity Specialist®, he is known for incorporating carefully selected annuities and investments, real estate opportunities, tax planning and estate planning.
Much of Steve’s work is focused on making prudent IRA, 401(k), 403(b), and 457 plan decisions. He works with client portfolios ranging from $200,000 to $10 million.