Originally planning to pursue a career in law, Stefan instead found his passion for investing and wealth management as an intern at a Fortune 100 financial-firm during his senior year of college.
Stefan ran his own practice for four years before joining John Stokes Financial as a Financial Advisor. His passion for providing clients with sound investment and planning strategies makes him a natural fit for the firm. Stefan assists Rick Friend, director of financial planning, with portfolio monitoring and client documentation in the Manhattan Beach office.
Stefan’s extensive knowledge about complicated insurance strategies and estate-planning techniques complements his interest in investments, allowing him to provide top-notch strategies for clients. He is a Life, Health, Disability and Annuity Agent with the California Department of Insurance (license #0I01685) and holds the Series 6, 7, 63, and 65 securities registrations. Stefan graduated from the University of California, Los Angeles, with a B.A. in Political Science.
When Stefan isn’t at work, he can be found playing basketball with friends or volunteering for some of his favorite charities including charities that support the fight against HIV/AIDS and the stigma surrounding this disease. Stefan also likes to travel, watch live LA sports, and to run. He has completed the LA Marathon four times.