Stephen Blunt

Financial Advisor
Certified Financial Planner™

Stephen Started his Financial Services Career at Edward Jones in 2007, overseeing the office in La Mirada. While at Edward Jones, in addition to becoming a LicensedFinancial Advisor, he obtained his AAMS® (Accredited Asset Management Specialist) Designation. In 2013 Stephen Joined the Independent Channel of Raymond Jamesand grew his practice. This success lead to opening a new location in Anaheim. Having a strong belief in continuing education and professional development, in 2016Stephen obtained his CFP® (Certified Financial Planner) Designation and became thebranch manager of the Anaheim office in 2017. Stephen added to his education in 2019 by also obtaining designations as a RICP (Retirement Income Certified Professional) and CPFA (Certified Plan Fiduciary Advisor).

Before entering the financial services industry, Stephen worked in the engineering field. He holds a bachelor's degree in Mechanical Engineering. Stephen often says ”Being a Financial Advisor is similar to being an engineer – People come to you with problems and you solve them using a lot of numbers.”

Stephen was born and raised in Australia and is the father of 3 daughters. His wife, Nancy, was born and raised in Costa Rica and has a daughter and together they havespent much time remodeling their home, visiting the local wine regions, and raising their children.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.