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.
Collaborators
Ryan Isherwood
CFA, CMT, Founder and CIO of Significance Capital Management
With over 20 years of investment experience, Isherwood has managed equity portfolios across the style and market cap spectrum. An expert in risk management and downside protection in equity markets, his holistic approach has provided superior risk adjusted returns. Prior to founding Significance, he served as a portfolio manager and research analyst at Calamos investments and Timpani Capital Management.
Adam Turnquist
CMT, VP Cheif Technical Strategist at LPL Financial
With more than 15 years of investment experience, Turnquist has provided actionable market insights covering all four corners of capital markets, including equities, fixed-income, commodities and currencies. Prior to joining LPL he served as Vice President on Piper Sandler’s research team, and has worked as a fixed income trader.
Kristian Kerr
Head of Macro Strategy at LPL Financial
Kristian Kerr serves as the Head of Macro Strategy at LPL Financial, where he synthesizes perspectives across all investing disciplines into a unified strategic view. Leading the Strategic & Tactical Asset Allocation Committee (STAAC), Kris integrates comprehensive market insights through LPL Research’s publications and platforms. As a key strategic resource for Stonewater Financial, his macro-level expertise and analytical insights help inform our investment decisions, enabling us to provide clients with well-researched, data-driven financial guidance that supports our mission of delivering objective advice tailored to each client’s unique goals.
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.