Steve Dark, Founding Partner of One Wealth Management Financial & Insurance Services and Dark Financial & Insurance Services, asks his clients the hard questions about their financial planning. He understands how complicated the financial lives of wealthy individuals are and wants to make sure they understand, too. Steve challenges his clients to discover what is most important in their lives and to take the necessary steps to implement appropriate financial protection for themselves, their families, and their businesses. He encourages them to think about how their priorities could change over the years and to create plans that can respond to their changing needs.
Steve’s services as a financial professional are especially valuable to corporate executives, business owners, high-income and high-net-worth professionals, individuals, and their families. After 20 successful years in the financial services industry, Steve has the knowledge and experience to help his clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs and community. Helping his clients with estate planning is especially important to Steve and he works closely with select trust attorneys who specialize in the type of complex wealth transfer strategies many of his clients require.
A graduate of Arizona State University, Steve began his career in financial services in 1996 and quickly earned national recognition among the company’s highest-level producers. Steve has qualified for the industry’s prestigious Million Dollar Round Table in every year since 1996 and Top of the Table since 1997. He is dedicated to providing his clients with the specialized service they expect and deserve.
Steve resides in Westlake Village with his wife, Kristin, and their sons Zane, Ethan, Noah, and Will. He’s active as a dad and a coach and enjoys running and cycling to keep in shape – he’s an Ironman Triathlon finisher, which is very useful for keeping up with four sports-minded teenagers! Steve is an active presence in his local community and expects to be there to provide for his family and help his clients plan for generations to come.
Steve Dark is a registered representative of, and offers securities, investment advisory services and financial planning through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4695 MacArthur Court #1000, Newport Beach, CA 92660 949-660-1717. Neither Dark Financial & Insurance Services nor One Wealth Management Financial and Insurance Services are subsidiaries or affiliates of MML Investors Services, LLC, or its affiliated companies.