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
The Wealth Preservation Trap: When Playing It Too Safe Can Cost You
Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.
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The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December
December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
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Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.
Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.
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