Steven Paul Boero

Rubicon Advisors

45 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Rubicon Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

1,278 clients

Average Client Portfolio

$266K average

Assets Under Management

$340.2M

Fee Structure

Financial Planning:Investment management only

Location

1640 East Cypress, Suite A, Redding, CA, 96002

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History

Regulatory History (1)

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Criminal

November 1973

Final Disposition

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Other Business ActivitiesSells Insurance

Steven is involved in several business activities, including real estate rental, a family ranch, and wine-making for personal consumption. He spends nearly full-time working as an investment advisor through Rubicon Advisors and Boero Financial, and also offers life insurance, dedicating minimal time to it.