As a practitioner I would say that my strongest suit is my patience. If you feel that your financial situation requires both know how and sensitivity, we offer a 30 minute phone consultation to make sure we are a good fit.
Sterling is the Founder and President of Sterling First Financial. He has been advising individuals and couples since 2004. Sterling specializes in working with retirees and pre-retirees in developing investment, income, and estate plans for all sizes of estates. One of his passions is to develop invaluable relationships with his clients as he assists hundreds of clients in working towards maximizing their income, help minimize their taxation, and help maximize the growth of their assets.
Sterling and his wife, Julie have been married since 2000, and have 5 children, daughters Aleah and Iris, and sons Carmen, Sloan and Cash. The time they spend together as a family is cherished. They enjoy trips to the beach, snowboarding in Big Bear, hiking, fishing, and biking. Sterling enjoys the opportunity of being involved with his children as he coaches baseball and soccer each year. Julie is a talented decorator, incredible cook, and teaches 3 to 4 aerobics classes each week. Her most accomplished time is spent in their home.
Sterling graduated from Utah Valley University with a degree in Business Management. He has owned and operated several companies during the past 13 years, including Sterling First Financial.
CA insurance license #0E64924