Steve Pitchford, CPA, CFP®

Steve Pitchford, CPA, CFP®️

Steve joined Towerpoint Wealth in January 2018, focusing on tax planning and working closely with clients to develop and manage personalized investment strategies and comprehensive wealth management plans.

As a member of the firm’s tax and financial planning committees, Steve advises on complex tax issues, prepares internal and external tax guidance, and collaborates with clients’ tax professionals to align portfolio management with tax minimization strategies. He also creates detailed financial and retirement plans to help clients meet their long-term goals.

Steve earned his CPA license in 2012, CFP®️ designation in 2016, and passed the Series 65 exam in 2015 to become a Uniform Investment Advisor. He began his career as a tax consultant at Deloitte in 2010 and transitioned to wealth management in 2013 to pursue his passion for investing and working directly with individuals.

Originally from the Bay Area, Steve graduated from UC Davis in 2010 with a degree in Economics and a minor in Managerial Economics. He also completed the Certificate of Advanced Accounting Proficiency at Santa Clara University’s Leavey School of Business that same year.

Steve and his wife, Katie, recently welcomed their first child, Mason Gray. In his free time, Steve enjoys backpacking, hiking, playing guitar, and cheering on his favorite sports teams—though nothing beats quality time with Mason, Katie, and their close circle of family and friends.