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The Nexstep Client Experience

Please take a moment to watch The Nexstep Client Experience, a video we feel encompasses our mission. Every year, Equitable Advisors presents an award called the "National Honor Associate (NHA)" to one financial professional out of approximately 5,500. The NHA is given to a financial professional who is recognized for outstanding, dedicated service to his/her clientele, the community, and the company. Steve is a proud recipient of this award. It is an honor for the entire Nexstep team to be a part of this achievement. As part of the award, Equitable produced this video on Steve and team in 2014.  

Stephen H. Kaster MSFS, ChFC(R), CIMA(R), CLU(R) CA Insurance License #0G95567, AR Insurance License #317684. Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, LLC, an investment advisor registered with the SEC, and annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. Equitable Advisors and its affiliates and associates do not provide tax or legal advice or services. Nexstep Financial Group, LLC is not owned or operated by Equitable Advisors or Equitable Network.

Our Mission

Peace of Mind is Closer Than You Think.

A Team Approach to Your Financial Future.

Take the Nexstep.


At Nexstep Financial Group, we deliver knowledge in a transparent fashion to help our clients build and maintain their financial independence and legacy. We do all of this while applying our core values: