13480 Evening Creek Drive North, Suite 250, San Diego, CA, 92128-4310
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Stefan serves on the Investment Advisory Committee for the Office of the City Treasurer, dedicating minimal time annually to reviewing policies and recommending changes since 2013. He also provides expertise and counsel on investment strategy to the San Diego Rescue Mission's Finance Committee, spending minimal time quarterly since 2022.