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Steven P McCormick

Steven P McCormick is a Simi Valley financial advisor and estate planning attorney with decades of experience in retirement planning, Social Security optimization, and Medicare strategies. A former top producer at Citicorp, JP Morgan, and Wescom, he blends law and finance to serve business owners, executives, and retirees. In 2025, he launched McCormick Capital, focusing on comprehensive retirement income planning.

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Steven P Mccormick became independent financial advisor with Advisor Group

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February 22, 2026

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Steven P McCormick: Steven P McCormick is a Simi Valley-based financial advisor and estate planning attorney with a rare dual background in law and finance. After earning his law degree from St. Thomas University and opening a practice focused on bankruptcy law, wills, trusts, and estate planning, he transitioned into commercial litigation and later financial services. Recognizing that many legal disputes stemmed from poor financial planning, he built a career centered on prevention through comprehensive retirement planning and wealth management. Steven held leadership roles at Citicorp Investment Services and JP Morgan Chase & Co., earning top producer recognition. He later became the highest-producing credit union advisor nationally at Wescom Credit Union. Certified in Social Security and IRMAA planning through the National Social Security Advisors, he specializes in Social Security optimization, Medicare planning, retirement income strategies, and estate planning. In 2025, Steven founded McCormick Capital, combining his experience in investment management, probate law, and financial advisory services to help clients protect assets, reduce taxes, and maximize lifetime retirement benefits.

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