Stephen Rischall, CFP®
Partner

Stephen Rischall is an award winning Certified Financial Planner™ professional who has been featured in the Wall Street Journal, Los Angeles Times, InvestmentNews, and more. After beginning his career at a national brokerage firm, Stephen made the deliberate decision to become an independent, fiduciary financial advisor — building a practice centered on objective advice and client advocacy.

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Stephen Rischall, CFP

Stephen has been recognized as an InvestmentNews “40 Under 40” honoree and named to Investopedia’s “100 Most Influential Advisors.” In addition to working with clients—primarily business owners and professionals in the entertainment industry—Stephen oversees all technology and cybersecurity strategy as the firm’s Chief Technology Officer.

Stephen actively serves his community through current and past leadership roles with the San Fernando Valley Junior Chamber, Jewish Federation of Los Angeles and Hillel 818. In his free time, he enjoys backcountry skiing, mountain biking, and cooking.

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