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 role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

Read more
How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

Read more
Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

Read more