Steve Dark, Founding Partner of Dark Financial & Insurance Services, asks his clients questions that require some hard thinking to answer because he understands how complicated the financial lives of wealthy individuals are, and he wants to make sure they understand it, too. Like a detective searching for clues, Steve challenges his clients to discover what is most important in their lives and to take the necessary steps to have appropriate financial protection in place for themselves, their families and their businesses. In addition, he encourages them to think about how their priorities could change over the years and to create plans that can respond to their changing needs.
Steve’s services as a financial services professional are especially valuable to corporate executives, business owners, high-income and high-net-worth professionals, individuals and their families. After 20 successful years in the financial services industry, Steve has the knowledge and experience to help his clients protect what they’ve worked for, enjoy a comfortable retirement, and leave the legacy they choose for their heirs and community. Helping his clients with estate planning is especially important to Steve, and he works closely with select trust attorneys who specialize in the type of complex wealth transfer strategies many of his clients require.
A graduate of Arizona State University, Steve began his career in financial services with Northwestern Mutual in 1996 and quickly earned national recognition among the company’s highest-level producers. Steve has qualified for the industry’s prestigious Million Dollar Round Table every year since he began his financial services career and founded Dark Financial & Insurance Services in 2014 to independently provide his clients with the specialized type of service they expect and deserve.
Steve resides in Westlake Village with his wife, Kristin, and their sons Zane, Ethan, Noah and Will. He’s active as a dad and a coach, and enjoys running and cycling to keep in shape – he’s an Ironman Triathlon finisher, which is very useful for keeping up with four sports-minded teenagers! Steve is an active presence in his local community and expects to be there to provide for his family, and help his clients plan for generations to come.
Steve Dark is a registered representative of, and offers securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 4695 MacArthur Court #1000, Newport Beach, CA 92660 949-660-1717. One Wealth Management Financial and Insurance Services is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies