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WELCOME TO STONEWATER FINANCIAL
Stonewater Financial is your professional partner in wealth management. With a commitment to excellence and integrity, we offer tailored strategies to help you pursue your goals. Our experienced team provides personalized strategies and continuous guidance, aiming to ensure your financial success. From deep understanding to strategic planning, we’re here to support you every step of the way. Choose Stonewater Financial for confidence in your financial future.
Our LATEST Webinar
Talking Technicals: Earnings Vs Reality
A discussion with Adam Turnquist & Stonewater Financial.
Markets have held steady on the back of strong earnings, but beneath the surface, the U.S. economy is beginning to show signs of strain. Inflation remains sticky, job growth has been revised sharply lower, and consumers are beginning to pull back. In this session, we’ll break down the tension between corporate performance & macroeconomic headwinds and what that means for investors heading into Q4.
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 personalized 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 aim to protect 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...
When Confidence Becomes Conviction Bias: Investing in the Age of Overinformation
Introduction Artificial intelligence is transforming how information spreads. A tweet can move a stock before an earnings report hits the wire. Financial “experts” publish confident-sounding analysis written, or even generated, by algorithms. The result? AI-generated...
Dead Money: When Hold On Costs You More Than You Think
Introduction You know that stock sitting in your portfolio? The one you bought three years ago because you really believed in it? Yeah, it's still there. Doing… nothing. You keep telling yourself it'll bounce back. Any day now. Except "any day now" has stretched into...