Growing up with a single mother in an immigrant family, Stephen learned from an early age that financial literacy isn’t something everyone has easy access to. It is his goal to change this.
Joined Lido: 2025
Homebase: San Ramon, CA
Professional Focus: His upbringing shaped his passion for helping people feel informed, confident, and supported with their finances. Knowing that he can reduce his clients’ financial stress and help them build long term security keeps him focused on growing, learning, and delivering the highest level of service.
Professional Designations: Retirement Income Certified Professional®
Education: B.S., Managerial Economics, The University of California—Davis
Previous Work Highlights: Began his career as a Financial Services Professional at MassMutual Northern California, before moving on to serve as a Financial Strategist at Fountainhead Advisors prior to its partnership with Lido in 2025.
Personal Facts: Enjoys snowboarding, playing basketball, Muay Thai, traveling, cooking, and trying new food – especially sushi. After living in Northern California, he is a huge Golden State Warriors fan, following and supporting the team closely.
