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WELCOME TO STONEWATER FINANCIAL
Our Upcoming Webinar
The Path Forward:
Navigating the Future of Finance
October 30th, 2024, at 2:00 PM PST
Join us for an insightful roundtable discussion featuring perspectives from wealth management, technical analysis, and institutional investing. This session will explore economic forecasts, key market trends, and strategies to help you prepare your portfolio for 2025.
Don’t miss the live Q&A session where you’ll have the opportunity to engage with the speakers directly.
Meet Our President Steven Bernstein
Steven Bernstein is the founder of Stonewater Financial, a dedicated financial planning and wealth management practice that provides honest advice and places clients’ interests first.
In today’s economic environment people are seeking objective advice, while expecting concierge level personal attention. Steven tailors every decision he makes to each individual’s goals and objectives. Nobody can escape life’s transitions, however with a high degree of technical competency and analytical aptitude, Steven is able to help guide his clients towards making the right decisions, ones that seek to produce results, as well as protecting what they already have.
Steven is a Los Angeles native, and his family plays an integral part in his life. Steven is married to Debra and has three beautiful children, Kayla, Hailey and Noah.
Steven is a graduate of New York’s Yeshiva University with a degree in Finance.
Licenses: Series 7, 66, 63 (currently held with LPL Financial), California Insurance #0G51436
OUR TREASURY OF FINANCIAL WISDOM
Steven’s Approach to Financial Success: Crafting a Comprehensive Wealth Plan with Your Trusted Financial Advisor in Los Angeles
Introduction Navigating the financial landscape can be daunting, especially in a city as dynamic as Los Angeles. Whether you’re planning for retirement, building wealth, managing substantial assets, or leaving a legacy, having a trusted financial advisor by your side...
Q3 2024 Review: Insights from Ryan Isherwood
Stonewater Financial’s collaborator Ryan Isherwood presents: Note: This article was written by Ryan Isherwood, CFA, CMT & Founder of Significance Capital Management in collaboration with Stonewater Financial. Q3 was a continuation of the momentum we have seen in...
How Many Stocks Should a Portfolio Have?
When building an investment portfolio, one of the most common questions is: "How many stocks should a portfolio have?" The answer isn't one-size-fits-all, and it depends on several factors, including portfolio size, investment goals, and risk tolerance. In this...