Prior to beginning a career in life insurance and estate planning, Steven Wolt earned an undergraduate degree in biology and history at Fordham University in New York City. Steven Wolt joined the Weiss Group in 1996, acting as a life insurance agent with the affiliate of MetLife for the next 12 years. During this time, Mr. Wolt gained a reputation within the company for consistently achieving top sales results. Mr. Wolt currently serves the Beverly Hills firm ParqAdvisors, working with a diverse range of clients, including business owners, corporate executives, entertainers, authors, and professional athletes.
Steven Wolt utilizes his expertise in policy analytics and pricing to facilitate life settlement plans, and he regularly works in tandem with attorneys and CPAs to implement life insurance plans for affluent clients. As a member of ParqAdvisors, Mr. Wolt has the ability to access the best prices on high quality insurance products. He is now involved in the enrichment of his professional qualifications and knowledge through Chartered Life Underwriter certification. This advanced designation involves in-depth courses on income tax preparation, estate planning, and charitable contributions.
Well established in the Santa Monica community where he resides, Steven Wolt is a regular St. Monica's Capital Campaign volunteer, assisting in efforts to give food to local families in need. He also contributes his time as a volunteer to St. Francis Center, which provides outreach services to residents of downtown Los Angeles without shelter.
Mr. Wolt’s organizational affiliations include membership in the Los Angeles World Affairs Council International Circle, through which he takes part in globally informed lectures and cultural events. He also belongs to the Milken Institute Young Leaders Circle, which is part of a nonprofit think tank promoting democratic ideals and socially progressive methods of achieving broad-based prosperity. As a professional with 17 years of experience in the financial sector, Steven Wolt takes part in ProVisors, a 2000-member organization of California insurance and business planning advisors.