Steven Wolfe

Steven E. Wolfe is Vice President of Tellone Financial Services, Inc. The firm’s profile page says he was born in 1970 in Orange, California, earned a Bachelor of Science in Business Administration from the University of Southern California School of Business in 1992, and has worked at Tellone Financial Services since graduating.

Wolfe earned the CFP® designation in 1996, according to his Tellone biography. Public LinkedIn search results also associate him with Tellone Financial Services in Anaheim Hills and list education at the College for Financial Planning from 1993 to 1995.

Tellone Financial Services describes itself on LinkedIn as an investment-management firm headquartered in Anaheim Hills, founded in 1986, with specialties including asset management, estate planning, financial planning, taxes/accounting, and insurance services. A 2012 Five Star Wealth Managers advertorial for Dean Tellone/Tellone Management Group identified Steven Wolfe as part of the firm team and described the firm’s areas of focus as asset management, financial and estate planning, tax, and accounting services.

In August 2021, the SEC charged Tellone Management Group, Dean Tellone, Steven Wolfe, and Robert Gumerman in a matter involving a TMG-managed mortgage fund. The SEC described Wolfe as TMG’s vice president of investments and alleged that he aided and abetted misleading information provided to auditors. Public docket materials show the case was filed in the Central District of California; a November 20, 2023 final judgment was entered as to Dean Tellone and Tellone Management Group.

• No public source reviewed verifies Steven Wolfe as an active angel investor or seed-stage startup investor, despite the stub label.
• Publicly verified investment-related activity is tied to Tellone Financial Services / Tellone Management Group, not a venture-capital or angel-investing platform.
• Tellone’s public materials emphasize comprehensive financial planning, asset management, estate planning, tax/accounting, and insurance services for clients.
• The most concrete historical investment vehicle found in regulatory sources was a TMG-managed mortgage fund referenced in the SEC’s 2021 complaint, not a seed-stage startup portfolio.