Steve Byrd, CLU is the owner and founder of Byrd Financial in Santa Barbara, CA. Steve started in the insurance and financial business in 1988 after earning a degree in Business Economics from the University of California at Santa Barbara in 1987. Steve has also earned his Chartered Life Underwriter (CLU) designation from the American College.




Steve has built a successful business by always doing what is best for the client, above all else. That ethic carries over into the excellent service he provides after the initial meetings. He looks at each client as a long term relationship that will grow over time. Our goal is to earn the respect and gratitude of our clients by improving their situation substantially over time.




As with most other things in life, the key to achieving your long-term financial goals is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident.




Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. Steve can help you identify your financial needs to help you make smart decisions.


Please use our Web site as a resource, and do not hesitate to call me at (805) 568-0138 or (800) 765-1540 for additional information or to schedule a meeting. Thank you for your interest.





Steven P. Byrd, CLU is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA (license #0749146.) No insurance business may be conducted outside this state referenced.



Steven P. Byrd, CLU is a Registered Representative and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer.  924 Anacapa St. #2T Santa Barbara, CA 93101. In this regard, this communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside the specific state(s) referenced.



Byrd Financial is not owned or operated by NYLIFE Securities LLC or its affiliates.