Technologist, finance geek, adventurer. Stephen is an award winning fiduciary financial advisor. He has been featured by the Wall Street Journal, Los Angeles Times and KNX 1070 Money Hour radio. Stephen is known as the expert financial advisor for millennials and is an advocate for fiduciaries.
At the age of thirteen, Stephen began learning how to invest using his own money, and by his junior year in college, started working in the financial services industry. He earned his degree in Finance at California State University Northridge and received a special honors commendation for his role in managing the University Corporation Student Investment Fund. Soon after, he began building his practice at an independent brokerage firm, where he met his business partner, Matt. In 2013 they put plans in motion to launch 1080 Financial Group, and by 2015 their firm became a Fiduciary fee-only Registered Investment Adviser.
Stephen has been identified as one of the top “40 under 40” young professionals in the financial services industry nationwide. Earlier in his career he was one of the first "20 in their 20’s" honorees, and has also been recognized in his local community as a "Valley's Trusted Advisor". He actively serves his community through volunteerism and leadership; he is a past President of the San Fernando Valley Junior Chamber and YALA Board Member for the Jewish Federation of Los Angeles.