Mission
It is our mission to educate and serve individuals, families and business owners willing to align their actions with their financial goals.
Our focus is to help our clients build financial strength and peace of mind.
Practice
Stephan Insurance & Financial Services has been serving individuals, families and business owners since 1991. At SI&FS it is our pleasure to build lasting relationships with our clients and to guide them toward their financial objectives just as we would members of our own family. Our purpose is to respectfully and honestly provide financial services that will give you direction for a lifetime. We focus on putting you in control of your finances and helping you reach for your long-term goals.
We're committed to your financial well being. You have a vision for your finances or want to gain a clearer view. We're here to help. Let us know where you are, and we'll help you get to where you want to be.
Let's get in touch
Let us know what your concerns are, what you hope to accomplish, or simply that you'd like assistance and we'll help form a custom-fit solution for you.
how we can Help? ▸
Scott Stephan
Having worked for over 30 years in the financial services industry, Scott has become very well acquainted with the fluctuating market, ever-changing insurance and tax legislation, and, of course, the unpredictable personal and professional lives of clients and their families. Through it all, Scott has developed an expertise and passion for all things surrounding financial well-being.
A financial advisor since 1991, Scott has worked with a number of financial services firms over the years but he's spent the majority of his career in his very own independent life insurance and financial services practice.
He is a proud father to five children and grandfather to seven grandchildren whom he and his wife of 38 years, Sara, cherish dearly. Scott is an enthusiastic distance runner known as The Marathon Man among family and friends.
COntact
951-675-4274 | Scott@StephanIFS.com
Licensing
CA - Life Insurance
CA - Accident and Health Insurance
Series 7
Series 6
Series 63
