Stephen brings over 30 years of experience as a Financial Professional and a Managing Principal on the BCJ Financial Group’ team. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 1991 and has also earned the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).
Stephen utilizes a team approach when providing comprehensive financial planning services and has particular experience in retirement income, investment portfolio management and estate planning strategies.
Stephen and his wife Kathy have been married for 29 years and have three children. They currently reside in Mesa, Arizona.
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California Insurance License # 0696815
Check the background of the investment professional on FINRA’s BrokerCheck