Broker Check

Team

Maureen Ault, CFP®, AIF®, CFS®

Certified Financial Planner

(714) 907-0778

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...

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David A Stevens, CPA®, CFP®, MBA

Founder

714-907-0778

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...

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Cheryl Smith

Office Manager

714-907-0778

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...

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