Stephen thrives when helping families secure their financial futures. He is most in his element when working at your side to identify and achieve your family’s key financial goals. Stephen is interested in educating and counseling families through challenging financial situations to help them improve their holistic financial wellbeing. After 20 years in equity sales serving institutional money managers, Stephen transitioned to financial planning and wealth management, aligning his personal interests with his professional goals. He joined the Mosaic team in March 2017.
Experienced in developing analysis for clients’ long-term capital sufficiency planning, Stephen excels in supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. He quickly zeroes in on supporting and refining the elements that build together to form a successful financial plan.
A New Jersey transplant to the Bay Area, Stephen lives in Mill Valley and enjoys spending time with his teenagers, hiking, biking, traveling, and cooking. In addition to serving as an experienced Bay Area financial planner, Stephen is also an avid golfer, and has served on multiple committees at Meadow Club in Marin County.
Certificate, Personal Financial Planning, UC Berkeley Extension, 2015
CFP©, CERTIFIED FINANCIAL PLANNER™ professional, 2017
2015 Newport Advisory Outstanding Student Award
Financial Planning Association (FPA), 11/20/2013 – Present
Meadow Club, Marin County, 7/2/2006 – Present
San Francisco Securities Traders Association (SFSTA),
Board Member, 2001 – 2005