
Steve Watson
North America’s top health insurance insider
- Design
- Sustainability
- Leadership
- 📍 San Francisco, CA
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Steve has 12,000 followers on social media and email and he is happy to share your episode with his audience.
This is a story about a better way to buy health insurance at a better cost.
"The reality is, everyone is getting screwed and they just don’t know it."
Hi, I’m Steve Watson. I’m a CFO and CHRO, and no, I’m not selling insurance. I’m a connector and an educator. And I’ve used my network to improve our benefits while lowering annual premiums. Now I want to help you replicate what I’ve done.
Steve Watson is a licensed CHRO and tenured CFO. He cracked the benefits nut and helped his company enjoy over $500,000 per year of benefits savings and out-of-pocket costs that are 20% lower for the employees than they were 9-yrs ago—with the same or better benefits.

BOOK NOW FOR your podcast
Steve Watson
North America’s top health insurance insider
SHRM Featured Speaker
$45 million under management
$500K+ saved annually for his clients
Steve has a social media following greater than 12,000 and he is happy to share with his fans!
read more
Steve has 12,000 followers on social media and email and he is happy to share your episode with his audience.
This is a story about a better way to buy health insurance at a better cost.
"The reality is, everyone has opportunities to lower their costs and they just don't know it."
Hi, I’m Steve Watson. I’m a CFO and CHRO, and no, I’m not selling insurance. I’m a connector and an educator. And I’ve used my network to improve our benefits while lowering annual premiums. Now I want to help you replicate what I’ve done.
Steve Watson is a licensed CHRO and tenured CFO. He cracked the benefits nut and helped his company enjoy over $500,000 per year of benefits savings and out-of-pocket costs that are 20% lower for the employees than they were 9-yrs ago—with the same or better benefits.
BOOK NOW FOR your podcast
Steve Watson
NORTH AMERICA’S TOP HEALTH INSURANCE INSIDER
SHRM Featured Speaker.
$45 million under management.
$500K+ saved annually for his clients.
Steve has a social media following greater than 12,000 and he is happy to share with his fans!
read more
Steve has 12,000 followers on social media and email and he is happy to share your episode with his audience.
This is a story about a better way to buy health insurance at a better cost.
"The reality is, everyone has opportunities to lower their costs and they just don't know it."
Hi, I’m Steve Watson. I’m a CFO and CHRO, and no, I’m not selling insurance. I’m a connector and an educator. And I’ve used my network to improve our benefits while lowering annual premiums. Now I want to help you replicate what I’ve done.
Steve Watson is a licensed CHRO and tenured CFO. He cracked the benefits nut and helped his company enjoy over $500,000 per year of benefits savings and out-of-pocket costs that are 20% lower for the employees than they were 9-yrs ago—with the same or better benefits.
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Timeline
1997 - 1999
🇧🇷 Service Missionary in Brazil
Became fluent in Portuguese.
2002
🎓 International Finance diploma from BYU
2004 - 2009
Worked in Brazil as a Finance Director
2009
Hired as CFO for CFSS
CFSS, Inc
2010
Added CHRO title for CFSS
CFSS, Inc
October, 2010
🚀 Launched Summit Path Group
A consulting company that helps small to mid-sized businesses with HR, Finance, Tax, and Insurance help.
2012
📚 MBA from ASU
2016 - 2019
🏕 Scoutmaster
Boy Souts of America
February, 2017
HR Certification
(SHRM-SCP)
February, 2017
✅ Licensed as a CPA
May, 2019
🚀 Founded Trendbreakers
Trendbreakers was created to support Business Owners, Finance and Hr professionals, and frankly all employees to break the rising trend of healthcare.
At Trendbreakers, we believe that all of us want excellent healthcare at a fair price. However, over the last 15-20 years we’ve gone from a fair price to prices that are out of control. However, there are many employers and employees that have found solutions to break the trend.
We call these folks Trendbreakers and we’re here to share our stories so you can replicate them. This is a place to bring your questions, build relationships, support each other, as well as celebrate wins! Let’s help each other get what we all deserve!
Ask me
What's it like to balance a large family, full-time job, multiple side hustles while serving in your church/community? |
You have a lot of experience in different areas HR, Finance, Insurance. What opportunities are there out there for professionals to bridge these areas? |
You've been able to have a lot of success lowering health insurance costs for your employees, how did you do it and what can others do to replicate it? |
How to approach HR from a CFO's perspective? |
How can CFO's leverage their health plan to drive more value into their company? |
What are the 5 myths about the health insurance industry and how it drives up your costs? |