Comprehensive Resources.
Boutique Personal Attention.
Take the first step with
Steven Bernstein, a valued LPL Advisor
Why working with an LPL Financial advisor at Stonewater means you don’t have to choose between a powerhouse institution and a partner who knows your name.
THE POWER OF INDEPENDENCE
When you work with Stonewater Financial, you are working with an independent firm backed by the largest independent broker-dealer* in the United States
No Proprietary Products.
We recommend what is suitable for you, not what pays us the highest commission.
Safety & Security.
Your assets are custodied with LPL Financial, a Fortune 500 company that provides the rigorous oversight, technology, and security you expect from a major financial institution.
Access to Top-Tier Research.
We leverage LPL’s massive research department to inform our strategies, giving you institutional-grade insights with a personal touch.
Experience, Empathy, and Execution.
Steven Bernstein
President, Stonewater Financial
At the helm of Stonewater Financial is President and Founder Steven Bernstein. A Los Angeles native with a degree in Finance from Yeshiva University, Steven built Stonewater on a simple premise: Clients deserve honest advice and concierge-level attention.
Steven’s career has been defined by a unique blend of technical aptitude and emotional intelligence. He understands that money is rarely just about math—it’s about your family, your fears, and your legacy.
Steven’s Credentials at a Glance:
- Licenses: Series 7, 66, and 63 (held with LPL Financial).
- California Insurance License: #0G51436.
- Philosophy: Evidence-based investing that balances logic with emotion. Steven helps clients avoid the “behavioral gap”—the difference between investment returns and investor returns caused by emotional decision-making.
OUR VALUES
Integrity
Comprehensiveness
Transparency
HOW TO GET IN TOUCH WITH US
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1800 Century Park East, Suite 210, Los Angeles, CA 90067
Steven Bernstein is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.
California Insurance License #0G51436. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
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