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WELCOME TO STONEWATER FINANCIAL
Our UPCOMING Webinar
Talking Technicals: Earnings Vs Reality
A discussion with Adam Turnquist & Stonewater Financial.
Markets have held steady on the back of strong earnings, but beneath the surface, the U.S. economy is beginning to show signs of strain. Inflation remains sticky, job growth has been revised sharply lower, and consumers are beginning to pull back. In this session, we’ll break down the tension between corporate performance & macroeconomic headwinds and what that means for investors heading into Q4.
Meet Our President Steven Bernstein
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
OUR TREASURY OF FINANCIAL WISDOM
Steven’s Approach to Financial Success: Crafting a Comprehensive Wealth Plan with Your Trusted Financial Advisor in Los Angeles
Introduction Navigating the financial landscape can be daunting, especially in a city as dynamic as Los Angeles. Whether you’re planning for retirement, building wealth, managing substantial assets, or leaving a legacy, having a trusted financial advisor by your side...
How Many Stocks Should I Own?
A Personal Perspective on Building a Smarter PortfolioBy Steven Bernstein, President of Stonewater Financial When I meet with new or do-it-yourself investors, especially those just starting out, one of the most common questions that comes up is: “How many stocks...
How to Fix My Bad Spending Habit
How to Fix Your Amazon Habit - How Many Packages a Day is Too Many?By Steven Bernstein, President – Stonewater Financial Let’s start with an honest question. How do you know you might have an Amazon problem? If the delivery driver knows your dog’s name and your coffee...