Personal Information
Organization / Workplace
Greater Los Angeles Area United States
Occupation
CEO & President at SB Insurance Services, Inc.
Industry
Finance / Banking / Insurance
About
"Asset Protection That Keeps Retirees Retired"
In 1992, 20 years ago, Stephen became a stockbroker and licensed insurance professional with Dean Witter Discover (now Morgan Stanley) so that he could assist his clients in reaching and achieving their financial goals. In 2008, based on the belief that his customers needs are of the utmost importance, and in order to only offer guaranteed financial solutions to his clients, Stephen started SB Insurance Services, Inc. Stephen is committed to meeting those needs. His goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth
Stephen is known for helping people save money on taxes and low...
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