Steven Liu is a Managing Director at True Path Financial, an partner of National Life Group, and a seasoned financial professional focusing on family protection and retirement strategies. With over a decade of leadership and financial services experience, Steven helps clients build stable, flexible financial foundations designed to support both today’s needs and long-term goals.
Steven’s approach is rooted in trust, education, and customization. He takes the time to understand each client’s unique priorities and delivers tailored strategies that emphasize long-term value, protection, and confidence through life’s transitions.
Prior to joining National Life Group in 2015, Steven spent six years with AIG, where he led, trained, and mentored insurance professionals while helping clients implement solutions focused on income protection and retirement readiness. His leadership experience continues to shape his commitment to developing agents who serve clients with integrity and professionalism.
In addition to working with clients, Steven is passionate about mentoring motivated individuals who value continuous learning and sustainable career growth. At True Path Financial, he supports agents through training, guidance, and real-world insight—helping them build meaningful, long-term careers in financial services.
CA Insurance License #: 0G20733