Stephen Grossman

CEO of SB Pensions & Retirement Expert at SB Pensions

Woodland Hills, California

Quick Answer

Stephen Grossman, CEO of SB Pensions & Retirement Expert, is a licensed independent financial professional at SB Pensions in Woodland Hills, California with 10+ years of experience. Specializing in Life Insurance, Indexed Annuities, Retirement Income Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Stephen Grossman in Woodland Hills, California

Phone: 323-659-4962, 818-321-2301

Email: [email protected]

Website: https://sbpensions.com/

Areas of Expertise in Woodland Hills, California

Life InsuranceIndexed AnnuitiesRetirement Income PlanningWealth TransferLegacy Planning

About Stephen Grossman — Woodland Hills, California

Licensed Independent Financial Professional · 10+ Years Experience · SafeMoney Certified™

Stephen Grossman is the CEO of SB Pensions, a respected firm dedicated to helping individuals, families, and business owners achieve long-term financial security. As a Life and Disability Analyst and licensed insurance professional, Stephen brings a unique combination of analytical expertise, industry insight, and genuine care to every client he serves. Professional Journey Stephen's professional journey began shortly after earning his degree from the University of California, Berkeley, where he developed a strong foundation in business strategy and management. Early in his career, he worked in Business-to-Business (B2B) sales and wholesale distribution, eventually founding and managing multiple successful ventures. These experiences gave him a deep understanding of entrepreneurship, financial risk, and the importance of smart planning. Transition to Insurance In 2014, Stephen broadened his career by obtaining his insurance license, initially focusing on health insurance before expandi...

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Frequently Asked Questions About Stephen Grossman & Financial Advisors in Woodland Hills, California

What services does Stephen Grossman offer?

Stephen Grossman at SB Pensions offers Life Insurance, Indexed Annuities, Retirement Income Planning in Woodland Hills, California. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Stephen Grossman SafeMoney Certified?

Yes, Stephen Grossman is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.