Steven P McCormick

Steven P. McCormick has shaped his career around law, finance, and education. His office in Simi Valley reflects these paths. One wall displays his law degree from St. Thomas University. Another holds a Master’s diploma in Piano Performance from Boise State University, where he studied the works of composers such as Beethoven, Liszt, Chopin, Bach, and Debussy. These accomplishments show his belief that steady study and preparation matter in every profession.

Steven P McCormick was born in Miami, Florida. In 1992, he completed his English degree at the University of Florida. He then attended law school and earned his Juris Doctor. By 1995, he had opened his own law practice focused on bankruptcy, wills, trusts, and estate planning. For seven years, he helped individuals and families facing financial hardship and needing a clear legal structure. During this same period, he continued advanced music training and earned his graduate degree in piano performance.

In 2003, Steven transitioned into commercial litigation in Costa Mesa. He represented clients from Newport Beach in business and investment disputes. Over time, he observed that many legal conflicts stemmed from poor financial planning. He concluded that thoughtful preparation could prevent expensive court battles. That realization led him to enter the financial services industry.

In 2005, McCormick joined Citicorp Investment Services in San Mateo as a financial advisor. His estate planning background allowed him to work confidently with probate law, wealth transfer trusts, and special needs trusts. Many Silicon Valley clients held concentrated technology stock positions and needed guidance that addressed both financial and legal risk. By 2006, his partnership had become the highest-performing at the firm.

From 2007 to 2009, Steven worked at JP Morgan Chase & Co. in Burbank. He earned recognition on the Top Producer Committee for two consecutive years. He advised media professionals and small business owners whose income levels often changed. His process remained consistent: understand the client’s full situation first, then develop a retirement planning and investment strategy built around long-term stability.

Between 2010 and 2016, McCormick served as a telecom employee at Wescom Credit Union in Sherman Oaks. During those six years, he became the top-producing credit union advisor nationally in total revenue. In 2010, he also returned to practicing estate planning law on a part-time basis. This combination allowed him to deliver retirement planning, draft estate documents, and guide clients through Social Security timing, Medicare enrollment, and IRMAA planning.

In 2013, Steven partnered with two petroleum engineers to establish Applied Gas Lift, LLC in Metairie, Louisiana. The company focused on restoring abandoned oil and gas wells to production, and he managed operations until 2017.

In 2016, he became an independent financial advisor with Advisor Group, specializing in retirement planning, Social Security optimization, and estate planning. He later began offering free educational seminars through the Foundation for Financial Independence on Social Security and income planning strategies. In January 2025, he launched McCormick Capital in Simi Valley. Steven P McCormick continues to focus on retirement planning, estate planning, and comprehensive financial guidance, grounded in decades of legal and advisory experience.