Steven Timbal

Orange County, California Area United States

Managing Partner at Advantis Advisors

Finance / Banking / Insurance

Steven Timbal started his financial career with a large insurance company. In the 8 years with that company he learned the value of building relationships with prospects, clients, and strategic partners and also the importance of creating trust and transparency. Throughout his financial career, Steven learned that advisors need to stay true to their clients and be focused on assisting clients toward there financial goals instead of being focused on the company’s quarterly goals which lead him to be the co-founding partner of Advantis Advisors. The main focus of Steven and Advantis Advisors is now the client. Steven's affiliation with United Planners Financial Services has enabled him ...