Steve Behrle

Steve Behrle

Managing Director, Investments

(949) 936-2595

info@upthegraph.com

With more than 30 years of experience in the financial services industry, Steve Behrle is a highly respected investment advisor known for his strategic, relationship-driven approach to wealth management. Steve specializes in retirement planning, structuring and maintaining tax-efficient bond portfolios, and building customized investment strategies that align with each client’s unique goals, time horizon, and risk profile. His work integrates both external asset managers and proprietary in-house portfolios, ensuring clients receive truly tailored and diversified solutions.

A proud graduate of the University of Southern California, Steve combines market insight, disciplined research, and decades of hands-on experience to help clients navigate changing economic environments with confidence. His long track record of success is built on trust, transparency, and an unwavering commitment to putting client interests first.

Throughout his career, Steve has guided individuals, families, and businesses through major financial milestones—always with a focus on clarity, long-term planning, and protecting what matters most.

Outside of his advisory work, Steve enjoys a rich family life as the father of four children and grandfather to ten grandchildren. His family continues to inspire his dedication to helping others build lasting financial security for future generations.

Steve Behrle is a Registered Representative of Prospera Financial Services. Other financial professionals, including Joe Bergin and representatives located at other branch offices of Prospera Financial Services, are also registered with the firm but operate independently. Any reference to other representatives or branch locations is provided for informational purposes only and does not imply a partnership, joint business relationship, or shared client accounts. Each financial professional is solely responsible for the services they provide and the clients they serve.