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Steven P McCormick is a financial advisor and estate planning attorney based in Simi Valley. With a background in bankruptcy law, commercial litigation, and retirement planning, he specializes in Social Security optimization, Medicare and IRMAA planning, and wealth transfer strategies. As the founder of McCormick Capital, Steven combines legal and financial expertise to deliver comprehensive retirement income planning.

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4 Sep — 10 Sep Last.week
2025 Last.year

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About Me

Steven P McCormick is a financial advisor and estate planning attorney based in Simi Valley. With a background in bankruptcy law, commercial litigation, and retirement planning, he specializes in Social Security optimization, Medicare and IRMAA planning, and wealth transfer strategies. As the founder of McCormick Capital, Steven combines legal and financial expertise to deliver comprehensive retirement income planning.

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