General Info

Mr. Steele specializes in money management for those accounts requiring ongoing investment portfolio management, investment advice, and personal and business financial planning. Clients include individuals, couples, small businesses, trusts, conservatorships, and retirement plans. He is a native Californian, born in Ventura. Mr. Steele began his first career when he entered the United States Military Academy at West Point where he earned a degree in Science and Engineering. Upon graduation, he was commissioned in the United States Marine Corps and served as a Marine Officer and military pilot. Highlights of that twenty year career include the following: aviator and test pilot; highly decorated combat veteran; promotion to the rank of Lt. Colonel, and award of the Defense Meritorious Service Medal by the Chairman of the Joint Chiefs of Staff. Mr. Steeles informal education as a financial planner began in the early 1970s when he developed a strong interest in getting his own financial house in order. Fascinated by the complexity of investing and financial planning, he formalized his education at the University of Hawaii where he earned the professional designation of CFP. He is a member of the California Association of Certified Financial Planners, the Institute of Certified Financial Planners (ICFP), and the ICFP Registry of CFP Licensed Practitioners, the latter membership requiring strict adherence to a code of ethics and a continuing educational program. Mr. Steeles fee-only money management and financial planning practice is at G C Steele & Company, a firm registered under the Investment Advisers Act of 1940. He uses Charles Schwab & Company as custodian for his clients accounts. Mr. Steeles community interests include, among others, Investment Adviser to the nonprofit Las Positas Park Foundation, Investment Adviser to the nonprofit Conservatorship Advocacy Protective Services (CAPS) of Santa Barbara, and Chairman of the Santa Barbara County Vietnam Veterans