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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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