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About Steve Hornstein |
Steve H. Hornstein has worked in the areas of
accounting, tax, financial strategy, and estate
planning since 1996, when Mr. Hornstein joined the
accounting firm of Deloitte & Touche, LLP in their
Financial Counseling Services Group. While at
Deloitte, Mr. Hornstein worked in their offices
throughout Southern California, on behalf of many
business and individual high profile and high net
worth clients.
In 2000, Mr. Hornstein left Deloitte for a position
as Controller of an internet consulting firm in Los
Angeles, CA, guiding the company through its sale to
a venture capital firm in 2004. Mr. Hornstein opened
his office in Woodland Hills in
2002.
Mr. Hornstein holds a B.A. in Economics-Business
from UCLA, a J.D. from Loyola Law School, and an
LL.M. in taxation law from Golden Gate University.
Mr. Hornstein is a Certified Public Accountant and
a licensed attorney. He is Series 7, 63, and 66 registered with
LPL Financial, as well as
insurance licensed by the California Department of
Insurance, and is a Certified Financial Planner™ certificant. [CFP® and Certified
Financial Planner™ are registered trademarks of the
Certified Financial Planner Board of Standards.
Mr. Hornstein opened his Woodland Hills office in 2002, assisting individual and
business clients in a broad range of services
including the following:
- Tax planning
- Financial advising
- Investment services
- Insurance planning and services
Mr. Hornstein’s
involvement with professional organizations
include or
have included the following:
- Member, California State Bar
- Certified Public Accountant, California
- Certified Financial Planner™
- FINRA Series 7 and 63 registered
- California Department of Insurance, Life
& Health license
- American Association of Attorney-CPAs
(AAA-CPA)
- American Institute of Certified Public
Accountants (AICPA)
- Financial Planning Association (FPA)
- California Society of CPAs – Chairman
San Fernando Valley CPA Discussion Group
– 2003-4
- Member Van Nuys Airport Citizens
Advisory Council – Appointed by Councilman Dennis Zine 2003
to 2006
- Tarzana Chamber of Commerce – Treasurer:
2003, 2004, and 2005 terms;
President: 2005-6
-
Woodland Hills-Tarzana Chamber of
Commerce – Chief Financial Officer: 2009
- Woodland Hills Rotary – Secretary: 2006 - 2008
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