Steve Friedman

Steven J. Friedman PFP - JWC Insurance Services

Steve specializes in life, health, and disability insurance programs, as well as retirement, estate and business planning. He has helped over 400 small to mid-size high net worth business owners, professional athletes, executives, individuals, and families.

Steve graduated with a B.S. degree in Business Administration from Pepperdine University in 1986 and holds Series 6, 63, 65 and 7 registrations.

Toll Free: 1-877-231-8326 ext. 22 |
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Series 6 - Investment Company and Variable Contracts Exam
Series 7 - General Securities Representative Exam
Series 63 - Uniform Securities Agent State Law Exam
Series 65 - Uniform Registered Investment Adviser Law Exam

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Steve works with several hundred business owners in a variety of capacities: Being a 22 year veteran he is able to assist business owners make strategic business decisions regarding benefits/protection and help maximizing profitability while taking advantage of every last business deduction the company is entitled too. Steve usually does multiple lines of business with his largely business owner client base while managing over million of others assets. His clients see him in a multitude of lights: Business Coach, Friend, Financial planner/Architect, Strategic Planner, Business Benefits Broker to name a few. He loves what he does and can’t see himself retiring for 10-15 more years. His favorite question to ask his clients is: “When was the last time your CPA called you up a with a great idea?” (His response, “That’s my job!”) He works closely with your existing advisors (CPA and Attorneys) to help maximize profitability to his clients.


He motivates and helps his clients set and achieve retirement goals with usage of the appropriate retirement options given there own unique set of circumstances at hand. He will often tell his clients,” You can have your cake and eat it too” (Live or Die Planning)


It is possible to do the right thing and protect your family and be confidence with the right Spiritual & Financial planning team working along side you.


Steve was a member of the U.S. Olympic Volleyball team from 1986-88. He was a two-time NCAA Volleyball Champion at Pepperdine University from 1985-86, (NCAA MVP in 1986) and a team member of the Macabia Games in Israel in 1983. He also played professionally in Switzerland from 1988-90. He has continued to compete in the USVBA volleyball championships from 1986-2008. In Atlanta in 2008 Steve was dubbed as an All American (one of 5 out of 120 athletes) in the 45 and over age bracket.


Steve’s accomplishments and winning history as a dedicated team player have helped him to motivate and lead his clients to reach their fullest potentials, goals and successes both personally and professionally. But, Steve will tell you that his greatest accomplishment is being Married 29 years and has two boys 22 and 18 who both playing volleyball at UCI presently.



Steve's Professional Philosophy


"I instruct my clients so they are informed enough to make an educated decision about their families' accumulation and protection plans. I seem to be able to simplify the different options people have so they understand exactly what it is they are doing and why. I will earn my client's trust through a lifetime of meeting their changing needs." -Steve Friedman



Steve's Specialties:


Retirement Strategies

Estate Planning

Health Insurance

Life Insurance

Employee Benefits


Contact Steve - Toll Free: 1-877-231-8326 ext. 22 |