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Steven Alan Fuld Edit Profile

Financial advisor , insurance specialist

Steven Alan Fuld, American financial advisor, insurance specialist. Chartered Life Underwriter, Chartered Financial Consultant, accredited estate planner. Named Man of Year, Pacific Southwest Region, Federation Jewish Men's Clubs, 1993; recipient Distinguished Service award Arthritis Foundation, 1995, National Volunteer Service citation, 1997.

Background

Fuld, Steven Alan was born on August 20, 1963 in Baltimore. Son of George Joseph Fuld and Nancy (Morstein) Boltz.

Education

Student, California State University, Northridge, 1985. Master of Business Administration, Northfield University, 1998. Doctor of Philosophy, Northfield University, 2003.

Career

Agent Lincoln National Life, Tarzana, California, 1984-1985. Managing partner The Skyline Group, Woodland Hills, from 1985. Extended faculty American College, 1990-1992.

Lecturer Association for Advanced Life Underwriting, The Arthritis Foundation, Georgetown University, National Association Health Underwriters, National Association Life Underwriters, California Society of Certified Public Accountants, International Society Appraisers, March of Dimes, City National Bank, Los Angeles Business Journal, Forth Finance Network, others. Board advisors Manulife, 1996-1997, chairman MFP technical committee, 1996-1997. Board directors Case Finance, Inc.

Co-host television series: Strategies of the Rich and Smart, since 1995.

Achievements

  • Chartered Life Underwriter, Chartered Financial Consultant, accredited estate planner.

Works

  • Other Work

    • Contributing author: Business Insurance Law and Practice, 1989. Contributor articles to professional journals.

Membership

Trustee Arthritis Foundation American, since 1999, California State University Foundation. Trustee, board governors Southern California chapter Arthritis Foundation, since 1995, planned gift committee, executive committee, since 1996, member national breakthrough century committee, chairman estate planning day, 1996, chairman board directors, 2000-2001. Research officer Los Angeles City Police Department, since 1996.

National resource development committee, chair Chief Executive Officer task force, chair major gifts conference, chairman Southern California chapter Arthritis Foundation, since 2000. Dean's council of business advisors CSUN, since 1999. Member American Society Chartered Life Underwriter and Chartered Financial Consultant (lecturer, board directors San Fernando Valley chapter 1989-1992, Distinguished Service award 1990, 92), Beverly Hills Estate Counselors Forum (board directors 1992-1995), Conejo Valley Estate Counselors Forum (founder), National Association Life Underwriters, Association for Advanced Life Underwriting, Temple Beth Haverim Men's Club (president), Temple Beth Haverim (trustee, vice president ways and means 1993-1995).

Connections

Married Julie Michelle Glaser, January 21, 1989. Children: Zachary Aaron, Jessica Sydney.

father:
George Joseph Fuld Boltz

mother:
Nancy (Morstein) Boltz

spouse:
Julie Michelle Glaser

children:
Zachary Aaron Fuld

Jessica Sydney Fuld