We had the good fortune of connecting with Steven Levenson and we’ve shared our conversation below.
Hi Steven, can you share the most important lesson you’ve learned over the course of your career?
I have learned many important lessons up to this point in my career and I am certain that I will learn many more as time passes on. In the wealth management industry you face a lot of competition. This can cause you to feel overwhelmed and lack confidence in your ability to develop clientele. This has taught me to focus only on myself. I do not compare myself to others in my field and I focus on the value I provide while strengthening my relationships with clients and people within the community. Therefore, patience, persistence, and dedication have all been major lessons I have learned while I have been developing my practice over the years.
What should our readers know about your business?
Western Financial Corporation was established in 1971 by my Grandfather, Howard Levenson. In 1988 my father, Rick Levenson joined Western shortly after being employed by Intrading, SA in Geneva, Switzerland. Nearly thirty years later, I joined the firm shortly after graduating from Northern Arizona University, making me the third generation adviser at Western Financial Corporation. As a child and all throughout my years of schooling I never heard my Grandfather or Father ask me if I wanted to join the family firm. In fact for the longest time I wanted to become a journalist. While I was studying at Northern Arizona University I fell in love with finance and accounting. I joined the investment club on campus and I co-founded the global business club with a close friend of mine. Slowly but surely I came to learn that I wanted to be in the world of finance. After all these years I truly respect my family for not influencing my decision. They knew that joining the family firm meant a lot of responsibility and dedication and ultimately this would have to be a decision I made for myself. We are a boutique wealth management firm and we operate within the fiduciary standard. As fiduciary advisers we are dedicated to providing honest, transparent and client-first financial advice. Our clients interests come first and on a daily basis we make it our mission to truly comprehend the unique financial goals, concerns and financial situation of our clients. I believe the great pride and attention to detail of our work truly sets us apart from our peers. Getting to work with clients where they are entrusting me with a big part of their life, has been a direct result of me being disciplined, dedicated and open to learning. Building your own practice always presents unique challenges. Although I have taken on the perspective that each challenge provides me a learning opportunity that will ultimately allow me to grow more and become a better person and adviser. My brand and story is fueled by transparency, trust, and high-end service.
If you had a friend visiting you, what are some of the local spots you’d want to take them around to?
San Diego is truly a spectacular place to live or to come and visit. Even after living here my whole life I am always in awe of how amazing the city is. It would take much more than a week to see all the great spots we have here so I will do my best! 1. Little Italy Restaurants (Bencotto Italian Kitchen, Monello) These are definitely my favorites when it comes to Italian food. Great ambiance and the owners are truly amazing people. 2. Downtown/ Gaslamp Petco Park, Andaz, Flux, and Punchbowl Social These are several of the many great places in Downtown. 3. Pacific Beach Tower 23, Kona’s, Oscar’s Mexican Food, Boardwalk, Tourmaline 4. Bird Rock Bird Rock Coffee and all the boutique shops in the area 5. La Jolla Marine Street Beach, Downtown La Jolla, La Jolla Shores, Black’s Beach 6. North Park/ Hillcrest 7. Solana Beach/ Encinitas Cedros Ave, Pipes. Seaside, Swami’s Cafe These are a few of the many amazing places you can find but these are some of my favorites that I would share with a friend who came to visit me.
Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
My shoutout goes to my Mom and Dad. They have been my biggest supporters and I could not thank them enough for all the encouragement and guidance they have provided me. I have been blessed with the opportunity to work alongside my Father, Rick Levenson. Rick is the President, CEO and CIO of Western Financial Corporation and has over 35 years in the wealth management industry. To have have him as a mentor has been quite amazing. My platform at Western Financial Corporation has given me the opportunity to wear a lot of hats which in return has given me a lot of experience in a variety of areas. There are also countless other people in my life that have played such pivotal roles in my life and I am eternally grateful for them.