Financial Services in Los Angeles

For more than 15 years, executive and entrepreneur Steven Wolt has been immersed in the financial services and insurance industries, amassing a number of notable accomplishments in the process. As an Executive at ParqAdvisors in Beverly Hills, Steven Wolt holds oversight for a wide range of activities in the insurance and estate planning arenas, delivering the highest-quality products and services to clients in California and beyond. An integral member of the team at ParqAdvisors since January 2011, Steven Wolt invests his work with an outstanding record in the insurance sector and an intimate understanding of the distinct needs of businesses, families, and individuals. To this end, Steven Wolt and his colleagues at ParqAdvisors train their attention on a broad range of financial strategies, customized to meet the needs of clients of high net worth, including attorneys, CPAs, business executives, and publicly traded firms. In addition, Steven Wolt and ParqAdvisors maintain a strong specialization in the areas of estate planning, tax strategy, risk management, and planned charitable giving, all designed to manage personal and corporate finances in an attractive, cost-effective manner. Aside from his work at ParqAdvisors, Steven Wolt maintains affiliation with ProVisors, the International Circle of the Los Angeles World Affairs Council, and the Milken Institute Young Leaders Circle, through which he networks with some of Los Angeles’ prominent executives and rising stars.

Prior to ParqAdvisors, Steven Wolt spent over 12 years in insurance sales at the Weiss Group in New York City, where he provided corporate and individual clients alike with the full range of life insurance and related products. With a primary focus on life insurance policies from MetLife, Steven Wolt consistently performed as one of the top MetLife producers in the United States while employed by the Weiss Group, helping his firm remain a leader in the insurance industry. A graduate of Fordham University, Steven Wolt earned his Bachelor of Arts in History and Biology in 1996. At present, Steven Wolt is pursuing continuing education through the American College, from which he will receive a Chartered Life Underwriter designation in the near future.