For more than three decades, Steven B. Siskin has advised successful families, professionals, and business owners seeking thoughtful, long-term stewardship of significant wealth. His practice is built around helping clients simplify complex financial decisions while preserving and transferring wealth with purpose, clarity, and confidence.

As a Financial Advisor and Branch Manager with Raymond James Financial Services — and owner of the firm’s Encino, California branch — As of March 1,2026 Steven oversees approximately $245 million in client assets across more than 500 households nationwide. Many of his clients are approaching or living in retirement, navigating liquidity events, or managing multi-generational wealth responsibilities.

Steven’s advisory philosophy centers on personalized planning rather than product selection. He believes successful wealth management begins with understanding a client’s full financial picture: family priorities, legacy intentions, tax considerations, and long-term lifestyle goals. From there, he develops disciplined strategies designed to balance growth, risk management, income planning, and wealth transfer across generations.

Clients value Steven’s steady guidance during both favorable markets and periods of uncertainty. His investment approach emphasizes diversification, long-term perspective, and prudent decision-making, recognizing that market volatility often presents opportunity for disciplined investors. (Diversification and asset allocation do not guarantee a profit or protect against loss.)

A defining principle of Steven’s practice is simple: he recommends strategies he would feel comfortable implementing for his own family. This philosophy has helped him cultivate long-standing client relationships grounded in trust, transparency, and personal accountability.

In addition to his advisory work, Steven remains committed to staying at the forefront of industry innovation and technology, ensuring clients benefit from modern planning tools while receiving the personalized attention of an experienced advisor.

Steven holds multiple securities and insurance licenses, including Series 7, Series 24, and Series 63 registrations, and serves as a California Registered Investment Advisor Representative.

Outside the office, Steven and his wife, Raschelle, have been married for 40 years and have lived in Encino for more than three decades while raising their two sons, Max and Ben. Deeply committed to community service, Steven founded a basketball league for special-needs children in the early 1990s — an experience that continues to shape his belief that financial planning is ultimately about helping families create opportunity, stability, and lasting impact.

His personal interests include tennis, golf, sports, and spending time with family and friends.