Address

40 West Easy Street, Suite 3 Simi Valley, CA 93065

Steven Wilkinson, CRPS®, QPFC 



Steven T. Wilkinson, CRPS®, QPFC

Managing Director & Plan Consultant

steve@monarch401k.com

40 West Easy Street Suite 4
Simi Valley CA 93065

Phone: 818.444.0376

CA Lic. OF22350

PERSONAL PROFILE

 

Hometown: Fresno, Ca
Favorite Book or Movie: Money – A Revealing Look at What It Is and Why It Matters & The Wisdom of Crowds
Ideal Dinner Guest: Benjamin Franklin
Words to Live By: My mother said to me, “If you are a solider, you will become a general. If you are a monk, you will become the Pope.” Instead, I was a painter, and become Picasso. – Pablo Picasso
Qualities I Admire in People: Integrity, Curiosity, Perseverance, Humility

Steven Wilkinson, CRPS®, QPFC

Managing Director & Plan Consultant

Steve Wilkinson has been recognized nationally as one of the top 50 retirement plan advisors under 40 in the country by the National Association of Plan Advisors (NAPA)*. Initially working for Wells Fargo Bank in 2006, Steve successfully transitioned to Wells Fargo’s Wealth Management Division and has focused on corporate 401(k)s and nonprofit 403(b)s since 2007. He has managed his practice at firms such as Merrill Lynch, 401(k) & 403(b) Advisors, and founded Monarch Plan Advisors in 2013.

Steve has been awarded the Qualified Plan Financial Consultant (QPFC) designation from the American Society of Pension Professionals and the Chartered Retirement Plan Specialist (CRPS®) designation from the College of Financial Planning. Steve has held a Series 7 (inactive), 66 (inactive), and California Life Insurance License. He also has a bachelor’s degree from University of La Verne.

Steve is a former board member of the Los Angeles Chapter of the Western Pension & Benefit Council, is an active member of the American Society of Pension Professionals, and a member of the Orange County Western Pension & Benefit Council

 

EDUCATION

  • Bachelor’s Degree from University of La Verne

INDUSTRY DESIGNATIONS

  • Qualified Plan Financial Consultant (QPFC)
  • Chartered Retirement Plan Specialist (CRPS®)

LICENSES

  • Series 7
  • Series 66
  • California Life Insurance (CA Lic. OF22350)

AWARDS AND RECOGNITIONS

  • National Association of Plan Advisors (NAPA) Top Retirement Plan Advisors Under 40 – 2018
  • National Association of Plan Advisors (NAPA) Top Retirement Plan Advisors Under 40 – 2017
  • National Association of Plan Advisors (NAPA) Top 50 Retirement Plan Advisors Under 40 – 2014

MEMBERSHIPS

  • Los Angeles Chapter of the Western Pension & Benefit Council (former board member)
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • National Association of Plan Advisors (NAPA)
  • Orange County Western Pension & Benefit Council