- June 29, 2021
- Posted by: Stratford Team
- Category: Business
Steve Branton, an adviser and principal of San Rafael-based wealth management firm Private Ocean, is a winner of North Bay Business Journal’s inaugural Pride Business Leadership Awards.
Number of company employees: 50
Professional background: Certified Financial Planner, Certified Life Coach, Accredited Domestic Partner Advisor
Education: Bachelors in Economics, Tulane University; Financial Planning Certificate Program, Southern Methodist University; Coaching Certification Program, Coaches Training Institute
Tell us your story in your words: I grew up in Dallas, Texas and attended college in New Orleans, LA. I spent years living in Spanish speaking countries during and right after college.
In my early career, I was a Spanish court interpreter and translator. I gradually became interested in planning for my retirement and realized as a self-employed contractor there was almost nothing structured for folks like me. That lead me to an…
