Stan began his career in the financial services industry in 2006. He has always had a passion to help his clients in all aspects of financial planning, Stan believes the key to financial success is not all the right decisions you make but avoiding the catastrophes. His objective is to understand each client’s unique goals and situations and to make the most appropriate decisions possible on an ongoing basis.
He specializes in the following areas:
- Retirement income planning
- Investment management
- Company stock and options
- Insurance planning
- Business retirement plans
Stan graduated from UCLA with a B.A. in Business-Economics. He is also a CFP® CERTIFIED FINANCIAL PLANNER™ practitioner as well as a Chartered Retirement Planning CounselorSM (CRPC®).
Stan was born and raised in West Los Angeles and currently resides in Mar Vista. His greatest passion is to be around the family and friends he loves so dearly.
On his free time, his interests include rooting for the Lakers and Rams, camping, fishing, golf, soccer, and hiking.
California Insurance License #0F33611