A Financial Industry Regulatory Authority registered advisor, Steven Loerke is permitted to sell securities in eight states, including Washington, Oregon, and his home state of California. In his role as senior portfolio manager and vice president of wealth management at UBS Financial Services, Inc.'s San Francisco office, Steven Loerke draws upon nearly two decades of experience to assist clients with investment strategy, asset allocation, and liability management in support of retirement and education savings funds.

Steven Loerke primarily works with engineers and technologists, as well as their families and related entities. He has been affiliated with UBS since 2006, and was named a Top 20 Financial Advisor Under Age 40 in the Northwest Region by the company in 2015.

Prior to joining UBS, Mr. Loerke worked 5 years as a financial advisor at a Morgan Stanley office in San Jose. Complementing his wealth management experience, he holds a bachelor's degree in business from Saint Mary's College of California, where he played Division I football on an athlete scholarship.