 Steve brings more than 38 years of experience in the financial services industry. His experience with designing gift planning techniques that may save taxes and increase income, and his experience establishing planned giving programs for several nonprofits make him an excellent resource to ask about charitable planning. Steve lives in Foster City, California, with his wife and two children. He is a graduate of the University of California at Berkeley with a degree in business administration.
For more information about Planned Giving,
call 1-800-227-1885.
To contact this Estate & Asset Services Director by email,
click on steve.okamoto@cancer.org.
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