Stephen Ellingsen

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Steve began his career in financial services by gaining hands-on experience and learning the business through mentorship that has since gone on to shape his client-first philosophy. With a background in economics from California State University, Long Beach, Steve believes he brings a thoughtful and grounded approach to wealth management, retirement planning and financial transitions for his clients.

He works with a diverse range of clients, including retirees, pre-retirees, young professionals and business owners, and he believes it’s his patience, approachability and skill at simplifying complex financial concepts that his clients appreciate most when partnering with him.

Guided by the principle of staying optimistic regardless of life’s challenges, Steve aims to be a steady and reassuring presence in his clients’ financial lives. Originally from Pleasanton in California’s Bay Area, Steve now resides in Laguna Hills, California, and continues to serve clients with integrity, insight and a genuine passion for helping others succeed.

Outside of work, he enjoys golfing, mountain biking, hiking, cooking and playing guitar – all activities he feels keep him grounded and energized.