About
Catalina Wealth Partners, LLC is an independent firm serving individuals, families, businesses, and trusts. Our independence positions us to help clients steer clear of investing in products they don't need and translates to unbiased advice while being mindful of cost.
We provide our investment advisory services to clients on a transparent, "non-commission" basis. We call this structure "fee-only". The only fees we receive are based on the value of your portfolio. This means — when you grow and succeed, we grow and succeed!
Fiduciary
We are proud to serve our clients as a fiduciary, the highest standard of care from one party to another. We take a client-first mentality in how we operate everyday. From proactively mitigating conflicts of interest, ensuring transparency, to the investment choices we implement - each decision and strategy we pursue is underpinned by our unwavering commitment to delivering excellence in financial stewardship
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Finding the right people to partner with is a choice not to be taken lightly. We offer free financial assessments to listen and walk through your needs, the scope of your goals, and your expectations.
Schedule your free financial assessment or request a free second-opinion portfolio review!
Meet the team
As an Accredited Asset Management Specialist (AAMS®), Steven assists clients with a broad range of topics including investments, banking, insurance, taxation, retirement and estate planning.*
Managing member
Steven Sera, AAMS®
Steven brings over two decades of experience in the financial services industry serving clients in areas ranging from investing, retirement planning, banking, lending, and business management. Steven has a proven track record of leadership and success. He earned the prestigious US Bank Pinnacle Award in 2008 and the Top Branch Manager award with JP Morgan Chase in 2010 and 2011 before starting a successful career as a Wealth Management Advisor.
Steven was recognized in 2022 with the NACHC Elizabeth K. Cooke Advocacy Award for his constant effort and persistence as an advocate for Community Health Centers and health center patients. In 2023, he was awarded the Spirit of Philanthropy Award during AFP National Philanthropy Day in Tucson, AZ. This award recognizes people who significantly give back by representing or making a difference on behalf of diverse communities in southern Arizona.
"I love what I do for people and I want them to feel confident knowing someone is on their side, looking out for their best interests! The relationships I have developed have been the best part of my journey."
Accreditation & Licenses
College For Financial Planning | Accredited Asset Management Specialist, AAMS®
Financial Industry Regulatory Authority (FINRA) | Series 65 License
Arizona Department of Insurance | Life and Health Insurance Licenses
Community
MHC Healthcare | Board of Directors
National Association of Community Health Centers, Inc. (NACHC) | Consumer/Board Member Committee Member
Client & Advisor Support
With more than 80 firms across the Dynamic network, Dynamic Wealth Solutions represents a growing community of trusted wealth advisors, delivering exceptional client experiences that go beyond traditional financial planning and portfolio management.
Dynamic-affiliated wealth advisors focus on holistic wealth advice and life planning, taking a sincere interest in understanding what fulfillment means to you and helping you realize your goals to achieve it. From investing and retirement planning, to career pathing, college savings, and lifecycle planning that builds and preserves your family legacy, wealth advisors affiliated with Dynamic are all fiduciaries. They are not tied to one way to manage your money or one institutional investor. They are on your side, doing what’s in your best interest.
Partners
For over 35 years, Schwab has been a leader in supporting independent Registered Investment Advisors (RIAs) and serves as our custodian
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform
Founder, Ferguson Investment Services, PLLC
Posthumous Dedication
Bruce A. Ferguson
Bruce's legacy is full of great moments and stories beyond his professional success. From humble beginnings in Venezuela and Tucson, it's astonishing to think of all that he accomplished. His family was the center of his life! He was always proud to share a story or two about his family. They filled his life with purpose and joy. His clients were like family also. The professionalism and care he provided to clients was his hallmark. He was a trusted advisor, friend and advocate for so many people. He had a special way of making you feel like the most important person in the world. Always ready with the right advice when you needed it the most and usually before or after a perfectly timed joke! I'm thankful for the investment Bruce made in my life. He was and still is a dear mentor.
-Steven