Steven Van Metre

Steven Van Metre is a Certified Financial Planner™ Professional and Investment Advisory Representative at Atlas Financial Advisors, Inc., based in Oroville, California. With over 20 years of experience in the financial services industry, he specializes in financial planning, portfolio management, and investment strategies. He has been with Atlas Financial Advisors since its inception and is known for his innovative approaches to financial management, including the development of Portfolio Shield™, a formulaic-based momentum strategy designed to manage investment risks during volatile market conditions.134

Professional Background

• Current Role: Steven has been with Atlas Financial Advisors since 2005, where he offers a range of services including financial planning, portfolio management for individuals and small businesses, and pension consulting.12
• Previous Experience: He has held various positions in the financial sector, including roles at Pacific Financial Strategies and BrokersXpress. His expertise extends to macro strategy design and management.24

Education and Certifications

• Education: Steven holds a Bachelor of Arts in Business Administration from National University and an Executive Certificate in Financial Planning from Pepperdine University.3
• Certifications: He is a registered investment advisor and has passed the Series 63 and Series 65 regulatory exams, allowing him to provide advisory services in multiple states including California, Florida, Indiana, and Texas.12

Additional Contributions

In addition to his advisory role, Steven is an educator. He teaches retirement planning courses at Bakersfield College and has authored several educational materials aimed at helping individuals understand retirement income strategies.3 He also maintains an active presence online through his YouTube channel, where he shares insights on macroeconomic trends and investment strategies, attracting a substantial following.45

Recent Developments

Recently, Steven Van Metre faced an investor complaint alleging unsuitable investment recommendations that resulted in significant damages. This complaint is currently pending as of October 2024.2

Overall, Steven Van Metre is recognized not only for his financial advisory skills but also for his commitment to educating clients and the public about effective financial planning strategies.