Our Team
STEVEN BERNSTEIN
PRESIDENT
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
Levi Kraber
Administrative Assistant
Levi has more than three years of experience as a Brokerage Operations Consultant with Cambridge Investment Research. She joined LPL in 2022 to apply her experience working with advisors in the Admin Solutions Program.
Levi will work directly with you and your clients as dedicated support and will partner with a team of admins that will support with the completion of tasks.
Personal Info: Levi Kraber is an Iowa native. She is an active barrel racer and enjoys spending her time with her husband, horses and dogs. In her free time Levi can be found at a barrel race just about anywhere.
Collaborators
Adam Turnquist
CMT, VP Chief Technical Strategist at LPL Financial
Eric Martineau
Marketing Manager at Get Clicked Marketing
Eric’s role goes beyond traditional marketing. He is the architect behind Stonewater Financial’s brand presence, crafting compelling narratives that resonate with our clientele and differentiate us in a competitive market. His campaigns are not just about visibility; they’re about creating meaningful connections, educating our audience, and showcasing the unique value propositions of our services.