Stephen Shaw, CLU ®

Steve Shaw entered the insurance business in 1964 while attending college in Berkeley.

After spending 40 years building a successful brokerage firm, he merged his practice into SML in May 2004. He continues to actively assist his clients in their Estate Preservation planning, while working with the SML Employee Benefit teams servicing his accounts.

Steve’s industry affiliations include:

* Life and Health Insurance Foundation for Education (Life)
* Founding Chair
* National Association of Insurance and Financial Advisors (NAIFA)
* Former President
* NAIFA – California Association
* Former President
* Distinguished Service Award
* NAIFA – Mt. Diablo Association 
(formerly named NAIFA Oakland Association)
* Former President
* Million Dollar Round Table – Life Member

Outside work, Steve has been actively involved in various issues and organizations which affect the insurance industry and consumer rights. He graduated from the University of California at Berkeley in 1966 with a degree in Political Science. He and his wife Barbara reside in Lafayette where they raised their children, Justin and Stacey.



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