Since 2006, Stephen has enjoyed helping Members build solid financial plans and motivating them to stick with their investing strategies. He believes with discipline, Members can achieve their long-term financial goals.
Stephen appreciates working with new investors and Members with established portfolios. "Brand-new investors are hungry for education, while more experienced investors are looking for opportunities to diversify their plans and prepare for transitioning into retirement. No matter who I am working with, there is always an opportunity to educate and inspire."
Stephen is a fully registered and licensed investment and retirement planning professional. He earned a bachelor's degree from California State University, San Bernardino, is registered to sell securities and holds a California Life/Health Insurance License.
When he's not helping Members, Stephen enjoys spending time with his family, loves the outdoors and cycling.
To make an appointment with Stephen, call 800.462.8328, Ext. 4116, Option 2.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with SchoolsFirst FCU to make securities available to members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-3556543.1-0421-0523.
CA Insurance License 0F0660
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