Steve Burnett
Financial Advisor
CFP®
Born in Southern California, Steve Burnett moved north with his family in the late 1970s and has called Sacramento home for 40 years. Steve graduated from Sacramento State University with a Bachelor of Science degree in Business Administration (minor in Economics) and has earned both the CFP® and CFS advisory designations. Steve began his career with Allworth Financial (formerly Hanson McClain) in 1996, making him one of the longest-tenured team members at the firm. A former college baseball player, Steve is married to his high school sweetheart and has three children. In his spare time, the avid outdoorsman fishes, golfs and skis.
Latest Insights
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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