Stephen P. Maguire
Financial Advisor
Steve’s career as a stock broker began at the tender age of five when he would use his vivid imagination and imitate his dad’s business calls. By the age of ten he would sit outside the door of his dad’s office and absorb the essence of his dad’s interactions with clients. When Steve joined the firm, fresh out of college in 1972, few were surprised.
Through the years, Steve developed a keen personal interest in his client’s. This has strengthened his passion to continue providing informed advice while keeping them in their comfort zone. His energy and his eagerness to learn continue to demonstrate why Steve finds great satisfaction in his leadership role at Maguire Investments.
Work
Today, he focuses on asset allocation designed to meet the goals and objectives of each client. In addition, he maintains a focus on fixed income solutions as applicable to assist clients with their goals.
Licensing
- Series 7 (General Securities Registered Representative), August 1972
- Series 24 (General Securities Principal), August 1972
- Series 27 (Financial & Operations Principal), August 1972
- Series 52 (Municipal Securities Representative), November 1998
- Series 53 (Municipal Securities Principal), November 1998
- Series 63 (Uniform Securities Agent State Law), July 2007
Education
- Bachelor of Science, University of California, Santa Barbara, Economics
Personal
Steve, born in Arroyo Grande, has deep generational roots in the Central Coast. In fact, his mother’s family dates back to the early 1900s. He enjoys spending time with his wife, Beverly, and their three children; playing tennis and golf, traveling and wine
Community Affiliations
- Mid-State Bank and Trust, Past Director
- Santa Maria Arts Counsel, Board of Directors
- Newman Catholic Center, Cal Poly SLO