Stephen joined Martin & Company's Financial Planning & Wealth Management division in 2011 as a Financial Advisor. He graduated from The Master's College in Santa Clarita with a Bachelor's Degree in Finance and holds the Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law), and Series 65 (Uniform Investment Advisor Law) securities licenses.
As a Partner in the firm, Stephen leads the Financial Planning & Wealth Management division, which includes performing due diligence and research for investment portfolios and providing service and maintenance to client accounts.
In his spare time, Stephen enjoys golfing, snowboarding, traveling, and other outdoor activities.