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Steven Stauff is a Vice President and Private Banker with City National Bank’s Private Banking team. Based in the Orange County Regional Center, he advises affluent private and corporate clients on comprehensive wealth management strategies.
Mr. Stauff has over 15 years of wealth management and capital markets experience and is skilled in business succession and tax-deferral strategies. Prior to joining City National, he worked closely with the ESOP and Corporate Retirement Plan Consulting Groups at Wells Fargo Advisors. Previously, he was a financial adviser with Morgan Stanley.
Mr. Stauff earned his Bachelor of Science in business administration/finance from USC. He is a certified financial planner and holds FINRA Series 7 and 66 securities licenses as well as his California insurance license. He is actively involved in his local community and is a member of the Jonathan Club and Newport Beach Country Club.