About Me
As a tenured, successful Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, Steven Talia maintains an unwavering commitment to his clients to provide the highest level of service, offerings, and resources. This simple, yet critical, expectation is what ultimately prompted him to become a Financial Advisor with the Cain Talia Bernal Group at Morgan Stanley.
With experience over the past 15 years in the industry of banking, wealth management, and financial advice, Steven has seen what success and failure look like for advisors and clients alike. Equipped with experience, knowledge, ethics, and resources, he has an internal motivation to provide exceptional service in developing lifelong relationships through educating, communicating, and planning with clients.
On a personal note, Steven is proud to express his sincere gratitude to this nation, being an Iraqi-born immigrant whose parents sacrificed everything to provide an opportunity at the American Dream. A husband to an immigrant wife, Rita, and a father to a two-year-old girl, Abigail, who is first-generation born in the US, and Steven strives to show her how amazing this nation is in allowing us to all achieve everything we work hard towards.
As a part of the Cain Talia Bernal Group, Steven looks forward to having the opportunity of showing you the value of working with him and his team and providing you with confidence surrounding your wealth and retirement planning. Steven looks forward to meeting you and your family.
Securities Agent: TX, SC, OH, DE, MN, HI, FL, IN, AR, NH, MI, ID, TN, NV, GA, WI, WA, SD, NC, UT, MD, MA, AZ, OR, IL, CO, CA, AK, NJ, MT, NY, KY, VA, PA, MS, ME, KS; General Securities Representative; Investment Advisor Representative
NMLS#: 471987