Cambyses Financial Advisors LLC
Investment Management and Strategy
For Donors, Exempt Organizations, and Exempt Plans
Steven J Roy MS, MST, EA, MRP
Fellow of the National Tax Practice Institute
Steven is currently Chief Operations Officer for Steven Roy Management, and Chief Operations and Compliance Officer for Cambyses Financial Advisors, LLC. For over forty-five years Steven has provided business development, management consulting, financial management, and tax services to aviation, entertainment, hospitality, technology, service companies, and real estate ventures. Through Steven Roy Management, Cambyses, and their predecessors, Steven has provided financial expertise to over 1,100 business ventures.
Steven has served as a director, officer, or trustee for over thirty-five public and privately held companies. He taught finance, taxation, and management to fellow professionals through UCLA Extension Services, has been a contributing editor for several professional journals, and has authored four book length publications (finance, tax, and economics), and maintains a steady stream of information releases to social media and press outlets.
A community activist, Steven supports Donors, Exempt Organizations, Retirement Benefit Plans, civic and municipal activities, and churches-church administrators. He currently serves on the Board and as CFO for Advanced Heliophysics (A joint research project of JPL, UCLA, Cal-Tech, NASA, and NOAA), Bara May Network, and Future XO. He is a Board Member of the Los Angeles Mounted Police Foundation. a management advisor to The New Festival, New York's LGBTQ Film Festival, and a member of the International Advisory Board for NASA's HERMES initiative (fundamental solar plasma physics working group).
Steven served on the board of directors for the Tennessee Shakespeare Festival, World Heart Association and over 50 other arts, social, and humanitarian organizations. He was a member of the first IRS National Technology Task Force, and a financial affairs consultant to the United States Green Building Council and the Los Angeles Public Safety Employee Division. Internationally (through Crisis Recovery International) Steven has assisted economic development projects in Nepal (Women for Human Rights), Sri Lanka (Association of War Affected Women), India, Viet Nam, and the Philippines.
An economics graduate of UCLA (BS) and USC (MS), Steven also holds an MS in Taxation from California State University, Fullerton, and professional designations or certifications in real estate investment, financial planning, entertainment finance, accounting and equine operations.
Steven is a licensed California Real Estate Broker (CalBRE License # 01706626). He is Managing Member and an Investment Advisor Representative (CRD #6499051) for Cambyses Financial Advisors LLC (CRD #230786). He is also an Enrolled Agent (Federal Registration #036074) and is enrolled to practice before the Internal Revenue Service’s Compliance, Examination, Appeal, and Collections Divisions. Steven was recognized as a Fellow of the National Tax Practice Institute in July 2003.