About
Steven P McCormick is a Simi Valley financial advisor and estate planning attorney with decades of experience in law and finance. He began his career in bankruptcy law, wills, trusts, and commercial litigation before transitioning into wealth management. He served as a top-producing advisor at Citicorp, JP Morgan Chase, and Wescom Credit Union. Certified in Social Security and Medicare planning, he specializes in retirement planning, estate planning, IRMAA strategies, and investment management. In 2025, he founded McCormick Capital, offering comprehensive financial planning backed by legal expertise.