Stephen's business journey began shortly after graduating from the University of California, Berkeley. Early in his career, he delved into Business-to-Business sales and wholesale distribution, eventually founding and managing his own businesses. In 2014, Stephen expanded his expertise by obtaining an insurance license, initially focusing on health insurance and later specializing in Medicare and benefits tailored for the senior market.

Through his experiences, Stephen recognized the financial challenges many seniors face during retirement. This realization fueled his mission to continually educate himself and become an expert in retirement benefits for people of all ages, aiming to guide individuals, families, and business owners towards a secure financial future.
Residing in the lively Los Angeles area with his spouse, Stephen enjoys the company of three furry companions and cherishes his role as a grandparent. Outside of work, he finds joy in reading, writing, and maintaining a healthy lifestyle through physical fitness activities. Stephen strongly believes in lifelong learning and personal growth, viewing each day as an opportunity for improvement and positive impact.

Helping others is where Stephen finds his greatest fulfillment, and his ultimate goal is to positively influence as many lives as possible. He looks forward to meeting and assisting individuals on their journey towards financial security and well-being.

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