Steve Morales
Corona
Summary
Client-focused professional with 10+ years of experience advising business owners on financial decisions, including business sales, lending, and asset management. Proven ability to build long-term relationships, manage multi-million-dollar client portfolios, and guide clients through complex financial transitions. Seeking to leverage advisory experience into a Financial Advisor role focused on wealth management, financial planning, and client relationship growth.
Overview
12
12
years of professional experience
Work History
Owner
Overdrive Business Consulting
Corona, CA
01.2022 - Current
- Advise business owners on financial aspects of business sales, including valuation expectations, deal readiness, and post-sale financial planning
- Partner with legal and financial professionals to guide clients through complex financial transitions and liquidity events
- Provide strategic guidance on tax-efficient outcomes and asset preservation following business exits
- Maintain ongoing client relationships to support long-term financial decision-making
Owner
M6 Commercial Holdings
Corona, CA
01.2016 - 01.2023
- Acquired and managed multiple commercial real estate assets, focusing on long-term value and income generation
- Worked closely with lenders to secure financing and structure deals aligned with financial goals
- Managed financial reporting, tax planning, and asset performance in collaboration with CPAs
- Developed a strong understanding of real estate as an investment vehicle and wealth-building tool
Chief Operations Officer
Southwest Site Services
01.2014 - 01.2022
- Built and managed relationships with clients generating $5M+ in annual revenue, maintaining high retention through trust and service quality
- Grew company revenue from $900K to $14M, demonstrating ability to develop and expand a client base
- Acted as a key advisor to clients and stakeholders on contracts, pricing, and long-term planning decisions
- Oversaw financial operations, including budgeting, financial review, and coordination with tax professionals
- Played a leadership role in the sale of the company, supporting negotiations and ensuring a smooth transition for stakeholders
- Helped clients and partners navigate risk management decisions, including insurance and compliance requirements
Education
Automotive Technology -
Universal Technical Institute
Rancho Cucamonga, CA11-2025
Bachelor of Arts - Vocal Performance And Composition
California State University, San Bernardino
San Bernardino, CA07-2015
High School Diploma - undefined
Santiago High School
05-2008
Skills
- Client Relationship Management
- Financial Planning & Advisory
- Wealth & Asset Management Concepts
- Risk Management & Insurance Planning
- Business Transition & Exit Planning
- Lending & Capital Structuring
- Revenue Growth & Book Building
- Communication & Trust Development
Websites
Accomplishments
- Ranked Southwest Site Services #1134 in the 2019 Inc 5000 Magazine
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
French
Limited Working
Italian
Elementary
Timeline
Owner
Overdrive Business Consulting
01.2022 - Current
Owner
M6 Commercial Holdings
01.2016 - 01.2023
Chief Operations Officer
Southwest Site Services
01.2014 - 01.2022
High School Diploma - undefined
Santiago High School
Automotive Technology -
Universal Technical Institute
Bachelor of Arts - Vocal Performance And Composition
California State University, San Bernardino