Stephen is a Certified Financial Planner™ professional who has been working in the securities industry since 2001. In that time, Stephen has gained knowledge and experience in designing individualized investment strategies for specific client needs and is proficient in securities research and analysis. He works to develop investment strategies for individuals and retirement plan participants. Hosting a radio show with an emphasis on financial planning is one of his many accomplishments. Stephen attended California State University Sacramento and received his B.A. in Economics with a minor in Business. He earned a Certificate in Financial Planning from Boston University. He is a member of the honor society Omicron Delta Epsilon, which recognizes academic excellence in Economics. He is an OSJ Branch Manager, a Registered Representative, an Investment Advisor Representative, and a licensed life and disability insurance agent. Stephen currently resides in El Dorado Hills with his wife and two daughters. He enjoys golf and spending time with family and friends.
CA Insurance License #0D58813