Your partner in navigating retirement
…from a team that’s walked the beat
We help law enforcement and government professionals navigate the complex maze of retirement planning and financial security — the intricacies of government pension systems and deferred-compensation options — so retirement feels clear, not overwhelming.
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We specialize in the retirement you earned.
- Insider knowledge of pension benefits
- Expertise in deferred compensation
- In-depth understanding of the DROP program
- Guidance on the Termination Pay system
- Personalized asset management
Plan better. Retire smarter.
Pension Guidance
Retirement Readiness
Asset Management
Estate Planning
Insurance Solutions
Retired Los Angeles Deputy Sheriff25 years of investment experience
Earned on the job.
An insider’s perspective.
With a celebrated 25-year career in the Los Angeles County Sheriff's Department, Steve understands the unique challenges and opportunities that come with life in law enforcement. His firsthand experience as a deputy sheriff informs every aspect of his consultative approach — from the intricacies of government pension benefits to the work-life realities of officers, he brings an insider's perspective that sets him apart in the financial services industry.
Steve also has more than 25 years of experience as a securities professional, bringing a wealth of knowledge to the often-complex subject of retirement benefits within the government sector.
His experience navigating both the County and City of Los Angeles' Deferred Compensation Retirement plans, the DROP program, and the Termination Pay system uniquely positions him to provide clear advice and insight. It's not just about managing assets or optimizing investments; it's about helping you make sense of complicated pension systems and deferred-compensation options — and, crucially, how to wisely draw upon these funds in your retirement years.
Deep roots in law enforcement.
Abby Gonzalez
Director of Operations
Jeanette Velasquez
Associate
Steven Velasquez
Senior Associate
Evan Shields
Associate
Steve on the Jonathan Miller Unscripted podcast.
Jonathan Miller, CEO and Founder of Parsonex, interviews Steve on Jonathan Miller Unscripted. In this episode, Steve discusses retirement planning, the unique challenges government and law enforcement personnel face, why his business has been successful, and how he helps people follow a path he has walked before.