Steve is a partner at Nerad + Deppe Wealth Management, an independent fee-only registered investment adviser in San Diego, CA. The firm began in October of 2009 and specializes in disciplined, rules-based portfolio management focused on helping their clients invest for long-term returns while prudently managing risk. Steve is currently studying to earn the designation of CMT® (Chartered Market Technician). He is passionate about Technical Analysis and its role in helping the everyday retail investor identify equitable rebalancing opportunities over the full investment cycle. He is energized by the responsibility in managing investment portfolios on behalf of his clients as well as the impact that prudent financial advice can have on his client's well-being.
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