- Santa Monica US-CA
- [email protected]
An award-winning insurance professional, Steven Wolt has found success guiding his clientele through the complexities of insurance coverage and financial planning. In his current post as an Executive at Beverly Hills-based ParqAdvisors, Mr. Wolt helps business owners and individuals to lessen their taxable income and assets. In certain cases, Steven Wolt will counsel them on the advantages of succession plans and charitable giving. Mr. Wolt prides himself on rigorously reviewing updates to life insurance policies to ensure that his clients maintain the optimal level of coverage. Since he joined the firm earlier this year, Steven Wolt also has led its development on several fronts. Mr. Wolt has furthered its marketing efforts, shared industry knowledge with law firms and CPA consultancies, and allied himself with fellow insurance agents on joint endeavors. In his short time there, Steven Wolt already has expanded his client base to include show business executives and professional athletes. The firm is known for its comprehensive understanding of the entertainment and sports industries. Steven Wolt began his career with The Weiss Group, a satellite of MetLife located in New York City. Hired as an Insurance Agent, Mr. Wolt rapidly became a leading agent and garnered a host of awards during his years there. Not one to rest on his laurels, he currently is pursuing certification as a Chartered Life Underwriter (CLU). Requiring coursework in life insurance, income tax preparation, estate planning, and charitable giving, the CLU designation indicates a supreme level of insurance expertise.A contributor to many local causes, Steven Wolt supports the activities of the Starlight Children’s Foundation, Make-a-Wish Foundation of America, and St. Joseph’s Children’s Hospital. Mr. Wolt has donated his time to the St. Francis Center, a non-profit serving Los Angeles families in need. He also is active with St. Monica Catholic Community. Steven Wolt has participated in its Thanksgiving event to feed the homeless and has volunteered during its capital campaign. Due to his interest in public policy and world affairs, Mr. Wolt belongs to the Young Leaders Circle at the Milken Institute as well as the International Circle at the Los Angeles World Affairs Council.