Steven Batutis, CFP®
Senior Financial Planning Consultant
Steve has over 20 years of experience in financial services. Prior to joining LPL’s home office, Steve was a Financial Planning Specialist with MetLife, creating and designing financial plans for advisors in San Diego and Arizona, and helping advisors with financial planning techniques.
He began his career as a CPA, understanding clients from a tax perspective. He then became a Vice President of a financial institution, helping to manage a small business. His interest in tax planning and management of small businesses lead him to study financial planning. He attained a Master’s Degree in Financial and Tax Planning from San Diego State University and became a CFP®.
Steve holds series 7, 24, 63, 65 and 66, as well as a California Life Insurance license.
Steve is an active member of his beloved alumni groups, as well as the Financial Planning Association.