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Stephen Grossman, IRMAACP™ Advisor · Woodland Hills, CA

A professional headshot of Stephen Grossman, Life and Disability Insurance Analyst of SB Pensions in Woodland Hills, CA

Stephen Grossman

Life and Disability Insurance Analyst, SB Pensions

21781 Ventura Blvd Ste 632
Woodland Hills, CA 91364

3236594962

sbpensions.com

IRMAACP™ Certified #1166

Professional Profile

Stephen Grossman is a dedicated Life and Disability Insurance Analyst at SB Pensions, located in the heart of Woodland Hills, CA. With 12 years of experience in the industry, Stephen specializes in guiding public employees, business owners, and pre-retirees through the complexities of pensions, taxes, healthcare, and wealth preservation. His commitment to education before action ensures that his clients are well-informed and confident in their financial decisions.

Stephen Grossman has completed the IRMAACP™ training in Medicare planning, with focused expertise in Medicare and income-related premium planning.

Known for his thoughtful and innovative approach, Stephen combines his expertise with a personal touch, taking the time to understand each client's unique situation and goals. As a reader and writer, he continuously seeks out new insights, allowing him to think outside the box and develop tailored solutions that best serve his clients' needs. Trust in Stephen Grossman for reliable and knowledgeable support as you navigate your life and disability insurance needs.

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Why ARPI-Certified

How an ARPI-Certified Advisor Can Help You

ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.

Avoid Costly Claiming Mistakes

Social Security rules are complex — small missteps can cost thousands in lost benefits. An ARPI-certified advisor ensures you make informed decisions and avoid costly errors.

Holistic Retirement Planning

Your Social Security strategy doesn’t exist in isolation. An ARPI advisor integrates it with your full retirement plan so your assets work together toward a secure future.

Personalized Guidance You Can’t Get Elsewhere

The Social Security Administration provides information — not strategy. An ARPI-certified advisor delivers tailored solutions based on your unique circumstances and goals.