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Steve Clement

Sr. Wealth Manager, Partner of The Accountancy, CPA, MBA, CFP®

Graduated a Bachelor of Science in Accounting from Pacific Union College and a Masters of Business Administration from California State University, Sacramento.

Steve established his own firm, Clement & Associates, CPA in 1986, providing tax and accounting services to business owners, real estate investors, nonprofits and those in the healthcare and fast food industries. In 2017 he merged his practice with The Accountancy and has since become an integral part of the firm. Steve joined Bridge Advisory as a Senior Wealth Manager in 2020 and enjoys introducing his clients to the insights that Bridge Advisory brings to their clients.

“Whatever things are true,
Whatever things are noble,
Whatever things are just,
Whatever things are pure,
Whatever things are lovely,
Whatever things are of good report,
If there is any virtue and if there is anything praiseworthy,
Meditate on these things”

 

– Philippians 4:8

What are some interesting facts about you?
I serve as Treasurer for the Crescenta Valley Sheriffs Support Group and I’m on the board of Glendale Adventist Medical Center.

What do you do at Bridge?
As a Senior Wealth Manager, I provide tax and accounting services to business owners, real estate investors, nonprofits and those in the healthcare and fast food industries.

What are your credentials/past experience, for working in your position?
I established my own firm, Clement & Associates, CPA in 1986 and then I merged my practice with The Accountancy.

What’s your Archetype?
Consul ESFJ-A

What do you like about working at Bridge?
I like our team because we enjoy helping others improve their financial life.

What are the Bridge Advisory Core Values that drive you?
Values that dive me are having high ethics, always caring, and making quality investments.

What do you enjoy doing when you are not working?
I enjoy working with our church youth and spending time with my family.

What are you looking forward to?
I am looking forward to helping clients meet their financial goals.

What makes you smile?
Seeing people accomplish new goals makes me smile.

What would you do if you won the lottery?
It never crossed my mind to enter the lottery.

What’s the best adventure you’ve taken? Or favorite place you’ve traveled to?
Hawaii, where I grew up and where I recover from a busy tax season.