STEVEN LERMAN, CFP®, CRPC®, ADPA®

Financial Advisor

First Vice President - Investments

Address: 74245 HIGHWAY 111, SUITE 203 , PALM DESERT , CA 92260
Call: 760-836-3890  |  800-345-2347    Fax: 760-340-5115
Email: steven.lerman@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Associate(s): Kathrine A. Garczynski, Senior Registered Client Associate

My Experience

  • 2008 - Current : Wells Fargo Advisors, Financial Advisor
  • 2003 - 2007 : Tekelec/VocalData, Director
  • 2001 - 2003 : GoBeam, Director
  • 1997 - 2001 : SBC/Pacific Bell, Director
  • 1991 - 1997 : Bell Communications Research, Sr. Consultant

My Education & Credentials

  • BS/Electrical Engineering - Purdue University
  • MS/Information Networking - Carnegie Mellon University
Securities Registered in the following states: AR, CA, CO, FL, HI, IL, NC, NV, NY, OK, OR, TN, TX, VA, WA, WI, WY
Insurance licensed in the following states: CA (Lic. # 0G13329)
STEVEN LERMAN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: California : PALM DESERT Branch