The Stonewater Financial 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
Dianna Martin
Executive Assistant
At Stonewater Financial, Dianna plays a vital role in ensuring seamless operations that support our commitment to providing clients with exceptional, personalized wealth management services. Known for her exceptional organizational and communication skills, attention to detail, and proactive approach to problem-solving, she expertly manages complex schedules, coordinates client communications, and supports our team’s mission of delivering honest financial advice with concierge-level personal attention. Her professional and adaptable demeanor under pressure ensures that both our team and clients receive the highest standard of service that reflects Stonewater Financial’s core values of integrity, transparency, and comprehensive care.