Our Company Values
Prestige Financial Advisors is an elite provider of financial services to thousands of California families and businesses with roots beginning in 1996. Our founder, Jeff McCarty’s main philosophy is to provide complete solutions helping our clients in every aspect of their financial lives. We offer an entire spectrum of financial products and services, comprehensive and personalized to you, thus earning us a reputation for excellence in our industry. Making strong commitments to our clients and building life-long relationships are tenets of success at Prestige Financial Advisors.
President, Prestige Financial Advisors
Jeff currently holds his Series 65 – Investment Advisor Representative with Simplicity Wealth LLC, an SEC-registered investment advisory firm, CA Life and Health Insurance license, as well as his CA Property and Casualty Insurance License. He is also a licensed Legal Document Assistant (LDA) and a Notary Public. He is currently enrolled in College for Financial Professionals working towards earning his APMA designation (Accredited Portfolio Management Advisor). Jeff is also a proud member of the National Ethics Bureau.
Prestige Financial Advisors is a family-owned firm based on ethics, values and trust. Jeff and his family currently live in Santa Clarita, CA. His family are active members of Shepherd Church.
Steve Osterink, Jr.
CFA®, CFP®, AIF®
Steve Jr. is the driving force behind the development and innovation of Advisory Alpha’s investment solutions and platform. He leads the investment team and brings more than a decade of experience to the firm as well as extensive knowledge of personal finance and asset management, as evidenced by his CFA®, CFP®, and AIF® designations.
Steve Osterink, SR.
With nearly 40 years of experience in the financial services industry and working with investors, Steve Sr. co-leads the investment team. He has an uncanny ability to focus in on practical solutions to complex problems, and his wisdom is a valuable resource for the firm.
Holding the CFP® designation and as a CFA® Candidate, Nick leads a team of financial planning consultants that implement various portfolio analysis and planning resources with the goal of improving clients’ financial situations. Nick is a key member of the investment team and is positioned to craft comprehensive solutions to financial challenges that span all stages of the financial planning process.
Jon has a diverse background in corporate finance and investment management. He manages the daily investment research and portfolio management responsibilities for the investment team which involves asset allocation research, fund monitoring and due diligence, investment strategy evaluation and implementation, and performance monitoring.
Dedicated to detail, responsiveness and efficiency, Brian is responsible for the firm’s trade management and portfolio accounting systems. This includes everything from implementing portfolio investment decisions, account rebalancing, cash management functions, trade execution, account billing, and performance reporting.
Janine manages our accounting and financial systems, human resources functions, and office operations. She is also a key member of our compliance team and supports various departments across our firm including trading, financial planning, performance reporting, and account billing.
Mike has a strong background in computer science and statistics which aids in his role as a key member of our operations team. He leads our technology initiatives as well as supports the trade management and portfolio accounting functions.
Mr. Margolies serves as Director of Compliance. Mr. Margolies is responsible for developing and enhancing the compliance protocol across the Group. Mr. Margolies has over 20 years of compliance and supervisory experience, including leading the compliance team at a global life and annuity wealth management insurance company. Mr. Margolies earned a B.A. in Business from Stockton University.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.