Stephen has been a part of the investment and financial services industry for over 20 years. In 2012, he decided to take his practice independent and affiliate with LPL Financial. He has been working diligently with individuals, families, and small business owners to help those who are serious about reaching their financial goals.
Stephen was born and raised in Southern California. He attended and graduated from the University of California, Irvine and now currently lives in Southern California with his wife and 2 children.
His business licenses and credentials include registration as an Investment Advisor Representative with LPL Financial; Series 6, 7, 63, 66, Life and Variable products (held with LPL Financial);
CA Insurance License # - 0E24288