R. Steven Wilkinson, MBA
R. Steven Wilkinson is the Founder and Principal of Wilkinson Wealth Management, a boutique wealth management firm serving individuals, families, business owners, and institutions throughout the Bay Area and beyond since 2004. He is a Registered Representative and Investment Adviser Representative with LPL Financial, Member FINRA/SIPC.
A respected leader in investment oversight and fiduciary governance, Steven has served as a Trustee of the Oakland Police and Fire Retirement System since his original appointment in 2012. He was subsequently reappointed in 2016 and 2021 and currently serves on both the Investment and Audit Committees. In 2024, he was appointed by the Alameda County Board of Supervisors to serve as a Trustee of the Alameda County Employees’ Retirement Association (ACERA), where he serves as Chair of the Audit Committee and Co-Chair of the Investment Committee. He Has been honored to be selected as a Power 100 Allocator by Blue Capital Advisors, LLC.
Steven is Chairman Emeritus of the Northern California Small Business Financial Development Corporation, a nonprofit lender affiliated with the California State Treasurer’s Office that supports small business growth and economic development. He is also a founding board member of Inner City Advisors (now Fund Good Jobs), an organization that has helped hundreds of entrepreneurs scale their businesses and create thousands of quality jobs. Companies supported through the organization include Blue Bottle Coffee, Firebrand Artisan Breads, Numi Organic Tea, Red Bay Coffee, Tucker Technologies, and Revolution Foods.
Steven began his career in financial services as a bank examiner with the Federal Deposit Insurance Corporation (FDIC) before joining Smith Barney, now part of Morgan Stanley. He is a member of the prestigious Court of the Table, an elite distinction within the Million Dollar Round Table (MDRT), recognizing financial professionals who demonstrate exceptional expertise, ethical standards, and commitment to client service.
Steven earned his Master of Business Administration from Harvard Business School and his Bachelor of Science in Finance from Indiana University's Kelley School of Business.
A proud Nashville native, Steven has called Oakland home for more than four decades and remains deeply committed to the economic vitality and civic life of the Bay Area community.