Steven P McCormick

Steven P. McCormick is a Simi Valley-based financial advisor and estate planning attorney with a rare dual background in law and finance. With a law degree from St. Thomas University and a Master’s in Piano Performance from Boise State University, he combines analytical precision with disciplined focus. His career spans bankruptcy law, commercial litigation, investment management, oil and gas operations, and comprehensive retirement planning. After earning his English degree from the University of Florida in 1992 and his J.D. in 1995, Steven launched a law practice focused on bankruptcy law, wills, trusts, and estate planning. He later transitioned into commercial litigation, representing business owners and investors in complex disputes. Recognizing that many legal conflicts stemmed from poor financial planning, he shifted into financial services in 2005, becoming a financial advisor at Citicorp Investment Services. His legal expertise in wealth transfer trusts, probate law, and special needs trusts gave him a competitive edge, and by 2006, his partnership ranked as the firm's top-performing. From 2007 to 2009, Steven served at JP Morgan Chase Investments, earning recognition on the Top Producer Committee for two consecutive years. He later became the top-producing credit union advisor nationally at Wescom Credit Union, serving telecom professionals and guiding clients through investment management, Social Security timing, Medicare enrollment, and IRMAA planning. In 2025, he launched McCormick Capital, a firm dedicated to tax-efficient retirement planning, wealth preservation, and long-term income strategies. Steven P McCormick is known for blending legal insight, investment expertise, and personalized guidance to help clients protect assets, maximize lifetime benefits, and achieve financial security.