Steven P McCormick

Steven P. McCormick has built his professional life around law, retirement planning, and disciplined study. His office in Simi Valley reflects both sides of his background. His law degree from St. Thomas University hangs beside his Master’s diploma in Piano Performance from Boise State University. During his graduate studies, he focused on the works of classical composers such as Beethoven, Liszt, Chopin, Bach, and Debussy. These accomplishments reflect his belief that preparation and patience lead to lasting results. Steven P McCormick was born in Miami, Florida. In 1992, he earned his English degree from the University of Florida. He then attended law school and earned his Juris Doctor. By 1995, he opened his own practice, concentrating on bankruptcy law, wills, trusts, and estate planning. For seven years, he guided clients through difficult financial periods and helped them create practical legal solutions. At the same time, he continued serious piano study and completed his Master’s degree. In 2003, Steven transitioned into commercial litigation in Costa Mesa. He represented clients from Newport Beach in business and investment disputes. Through this experience, he noticed a pattern. Many legal conflicts stemmed from poor financial planning. He concluded that strong retirement planning and early financial organization could reduce the need for costly litigation. That insight shaped the next phase of his career. In 2005, McCormick became a financial advisor at Citicorp Investment Services in San Mateo. His estate planning experience allowed him to work confidently with probate law, wealth transfer trusts, and special needs trusts. Many of his Silicon Valley clients held concentrated technology stock positions and required advice that balanced legal protection with financial growth. By 2006, his partnership ranked as the top-performing at the firm. From 2007 to 2009, Steven worked at JP Morgan Chase & Co. in Burbank. He earned a place on the Top Producer Committee for two consecutive years. He served media professionals and small business owners whose income often changed significantly. His approach was steady and personal. He focused on understanding each client’s goals before building a retirement planning strategy designed for long-term stability. Between 2010 and 2016, Steven worked at Wescom Credit Union in Sherman Oaks, serving telecom employees. 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 rare combination allowed him to draft estate documents while advising clients on Social Security timing, Medicare enrollment, IRMAA planning, and retirement income planning. In 2013, McCormick 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 active production. He oversaw 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 offered free public 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, shaped by decades of legal and advisory experience.