Steven P. McCormick has shaped a career that combines legal knowledge, financial advisory work, and a lifelong commitment to study. His office in Simi Valley reflects both paths. His law degree from St. Thomas University is displayed alongside 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 experiences reflect his belief that mastery requires patience and steady effort. Steven P McCormick was born in Miami, Florida. In 1992, he earned his English degree from the University of Florida. After completing his undergraduate studies, he attended law school and received his Juris Doctor. By 1995, he had opened his own law practice, specializing in bankruptcy, wills, trusts, and estate planning. For seven years, he assisted clients facing financial hardship and seeking clear legal guidance. During this same period, he continued advanced piano study and earned his Master’s degree in Piano Performance. In 2003, Steven transitioned into commercial litigation in Costa Mesa. He represented Newport Beach clients in business and investment disputes. Over time, he observed that many disputes stemmed from inadequate financial preparation. He concluded that stronger retirement planning and financial organization could reduce future legal conflicts. This understanding led him to enter the financial services industry. In 2005, McCormick became a financial advisor at Citicorp Investment Services in San Mateo. His estate planning background provided practical experience with probate law, wealth transfer trusts, and special needs trusts. Many Silicon Valley clients held concentrated technology stock positions and needed advice that addressed both financial growth and legal protection. 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 was named to the Top Producer Committee for two consecutive years. He advised media professionals and small business owners whose income could vary significantly. His method was consistent. He first worked to understand each client’s situation, then developed a retirement planning strategy built around stability and long-term goals. Between 2010 and 2016, McCormick served as a telecom employee at Wescom Credit Union in Sherman Oaks. During those years, he became the top-producing credit union advisor nationally in total revenue. In 2010, he also resumed practicing estate planning law on a part-time basis. This combination allowed him to draft legal documents while guiding clients through Social Security timing, Medicare enrollment, IRMAA planning, and comprehensive retirement planning. In 2013, Steven partnered with two petroleum engineers to form Applied Gas Lift, LLC in Metairie, Louisiana. The company focused on restoring abandoned oil and gas wells to active production, and he managed operations until 2017. In 2016, he became an independent financial advisor with Advisor Group, focusing on 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. In January 2025, he launched McCormick Capital in Simi Valley. Steven P McCormick continues to provide retirement planning and estate planning services grounded in decades of legal and financial experience.