Team
Maureen Ault, CFP®, AIF®, CFS®
Certified Financial Planner
714-369-8602
maureen@sandafinancialservices.com
Maureen has been licensed in the financial services industry since 1994 and has worked in the practice with her Father since she was a teenager. Over the years she has earned many licenses and designations allowing her to provide...
David A Stevens, CPA®, CFP®, MBA
Founder
714-369-8608
david@sandafinancialservices.com
Dave was licensed as a California Certified Public Accountant in 1966 and added the Certified Financial Planner designation in 1986. He has been continuously licensed as a Registered Representative of a FINRA Broker Dealer firm since...
Cheryl Smith
Office Manager
714-369-8602
cheryl@sandafinancialservices.com
I have been a member of the Stevens & Ault team for over 20 years. It's like a second family to me. As a native Southern California gal, I have enjoyed working with a local business who has shared their knowledge and wisdom to help...