Financial Advisor in San Diego, CA

Believes that wealth management should evolve alongside the lives of the clients he serves. He works closely with business owners, entrepreneurs, and corporate executives to simplify complex strategies and leverage Lido’s family-office resources to help protect and grow their wealth. Billy takes pride in building trusted relationships that create meaningful impact and lasting peace of mind.

Brendan provides unbiased, independent wealth planning for high-net-worth families in the Southern California region. Also specializes in tactical investments and alternatives.

Brennan’s focus is meeting each client’s overall investment objectives by utilizing Lido’s comprehensive capabilities to deliver a holistic wealth management approach, working closely with individual families, business owners and corporate executives.

Connor focuses on lending operational help and tailoring action items to client needs. He has been drawn to the financial world since 2008, and since then, it has been his mission to be a part of the wealth management world.

Leverages Lido’s specialized solutions and technology to deliver sophisticated planning solutions to high net worth and affluent clients across the country addressing their challenges surrounding risk management, tax efficiency, income generation, legacy, and incapacity planning.

Seeing half the houses in his neighborhood go up for sale after the financial crisis confused him. As he got older, Jack was motivated to make a difference in the lives of others by supporting his clients to avoid their own financial crisis.

Jeff sharpens his skills and supports his clients by keeping up with the rapidly changing financial world by attending industry conferences and avidly follows market, economic, and financial planning news.

Jon relies on his extensive knowledge, years of experience, and the comprehensive capabilities of the firm to deliver holistic wealth management rooted in financial planning. He works with individual families, non-profits, corporations, and institutions.

Ken Stern is Co-CEO of Lido Advisors, where he leads the execution of the firm’s vision and helps grow Lido into a nationally recognized leader in advanced wealth management and investment strategy. He is a Certified Financial Planner and a frequent speaker on wealth transfer, alternative investments, and legacy planning.

25 years of wealth management experience serving high-net-worth families, private business owners, corporate executives, and foundations. Pete prides himself on exceptional client service through strong attention to detail and innovative financial planning that upholds the goals of his clients.

Roberto Paredes joined Lido Advisors in 2021. He brings over 30 years of experience in wealth management and financial consulting. As President of National Strategic Relationships, he oversees the firm’s strategic partnerships.

He has a passion for financial planning and is committed to bringing enhanced planning capabilities and exceptional wealth management to his clients.

Being in portfolio management allows him to help individuals manage their investments effectively, balancing risk and return to achieve their financial goals. He finds that the opportunity to make a significant impact on clients’ financial well-being to be the most rewarding part of his role.