Steve Barrilleaux

Owner / Financial Consultant

Steve Barrilleaux started his career in the investment industry in 1993. And since 2004, he has been helping small businesses and individuals take on the seemingly insurmountable task of turning the fears and concerns of an unpredictable retirement future into actions and results. Steve works diligently to put your goals in number terms and then focuses on finding and addressing your personal and business potential and risk in order to develop a strategy that helps you work toward those goals. Steve is a recognized leader in creation of corporate sponsored retirement plans, pensions, 401k/profit sharing programs for all types of business entities as well as numerous wealth creation and transfer programs for the individual.


Steve is the son of an Air Force and NASA pilot and has lived practically all over the world with stops in Germany, the Philippines and most of the south and southwestern United States. Steve currently lives in East Sacramento with his wife, Janice.


Steve previous experience includes customer service, accounting, analyst, compliance and advisory positions for a number of large financial firms including Franklin Templeton Investment, Barclays Global Investors and Merrill Lynch. Steve graduated with a Bachelors of Science degree from the University of California, Davis and holds an MBA with a concentration in Finance from Golden Gate University. Steve is also a CERTIFIED FINANCIAL PLANNER(TM) Professional.


Phone (916) 367-0235