Welcome to Stonewater Stock Madness
Your Journey to Financial Freedom Starts Here
Integrity
Comprehensive
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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: Are we at the end of a bull market?
A live discussion with Adam Turnquist, CMT and Steven Bernstein of Stonewater Financial.
Join us for a deep dive into Q1 market indicators, inflation trends, and the emerging risks of the AI.
📅 Live Webinar | March 18th at 2:00 PM PST
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...
The Business Owner’s Blind Spot: Why You Need a “Personal CFO”
While your accountant is typically looking backwards at last year's results to figure out your tax implications, we look forward at growing your wealth. As a business owner, you are an expert at generating revenue and building a business. You know how to scale, how to...
Changing Jobs? Why Your Old 401(k) Needs a Promotion Too
A guide to understanding your 401(k) distribution options, avoiding "financial clutter," and taking control of your financial future. Changing jobs is one of life’s most significant transitions. Between learning a new role, meeting new colleagues, and adjusting to a...