Steven_Sera

Steven Sera AAMS®

Managing Member, Catalina Wealth Partners

Steven Sera is Chair of the MHC Healthcare Board of Directors, NACHC Grassroots MVP Award recipient, and the Managing Member of Catalina Wealth Partners, LLC based in Marana, AZ. Steven has served in multiple leadership roles including Chair of the Compliance Committee, Treasurer, and Chair of the Finance Committee. He has extensive experience in the financial services industry with a track record of success in leadership roles. 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 and entrepreneur. Steven is a constant and motivated advocate. He supports the growth and advancement of health centers across the country as a speaker at NACHC conferences and by contributing to multiple published articles on topics ranging from board leadership, financial oversight, CEO partnership, governance, and health center advocacy.

Appearances