Stephen Lovell
CFP®, MBA, ChFC®, CLU®, CRPC®, AEP®, RHU®, CAP®, AIF®, CFS®, CAIA®, CAS
Virtual
In-Person
Specialties
About Me
I constantly expand my expertise.
Right now I have 13 credentials in financial services, and will soon have a new specialization in tax, the Tax Planning Certified Professional®. I have a lot of clients in my home state of California. For them and for their businesses, lowering their tax bill is crucial. My grandfather created great wealth; my mother’s generation lost it; my son produced even greater wealth than my grandfather; I manage other people’s wealth.
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Interests & Hobbies
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Always free for clients.
Credentials
CFP®, MBA, ChFC®, CLU®, CRPC®, AEP®, RHU®, CAP®, AIF®, CFS®, CAIA®, CAS
Chartered Designations
What do these credentials mean?
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Disclosures
Stephen F Lovell is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Lovell Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.