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