© 2019 by FPFE

San Diego, CA 

HEADQUARTERS

NAME

Financial Advisor- Chapter Director

12555 High Bluff Dr, San Diego, CA 92130


(415) 592-8497 phone
(415) 379-4091 fax


smeuris@fpfenonprofit.org

Stephen Meuris is the San Francisco Chapter Director for the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation, and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types.

 

Stephen Holds a Bachelor of Arts from UC Davis and a Masters of Business Administration from the University of San Francisco. Stephen began his career in financial services in 1995 at Charles Schwab in San Francisco. From 1998-2002, he worked in the research department of the investment bank, Robertson Stephens. From 2004 to 2010 Stephen served as Vice President of Sales and Marketing and Chief Compliance Officer at ATEL Securities in San Francisco. He joined Topel & DiStasi Wealth Management in 2011 and built his client relationships over the next five years. In 2016, he founded Rockwood Wealth Management in San Francisco. Stephen is a Financial Advisor and Registered Principal with LPL Financial Services.

Stephen finds that many professionals simply get caught up in the crisis of everyday business and family concerns, unwittingly postponing their personal and family financial planning and thereby run the risk of sacrificing their current and future security.

With a desire to help people plan for their financial futures, Stephen assists individuals and families of all income levels in identifying their personal and family needs and resources in order to obtain a comfortable level of security for today and tomorrow.

NAME

12555 High Bluff Dr, San Diego, CA 92130


(415) 592-8497 phone
(415) 379-4091 fax


smeuris@fpfenonprofit.org

Stephen Meuris is the San Francisco Chapter Director for the Foundation for Personal Financial Education, a non-profit educational organization comprised of various financial professionals. Attorneys, Accountants, Financial Advisors, and other financial service professionals conduct instructional workshops on important financial topics, including retirement planning, financial management, estate planning, asset allocation, and more. The Foundation for Personal Financial Education conducts hundreds of workshops a year for companies, organizations, institutions, and associations of all types.

 

Stephen Holds a Bachelor of Arts from UC Davis and a Masters of Business Administration from the University of San Francisco. Stephen began his career in financial services in 1995 at Charles Schwab in San Francisco. From 1998-2002, he worked in the research department of the investment bank, Robertson Stephens. From 2004 to 2010 Stephen served as Vice President of Sales and Marketing and Chief Compliance Officer at ATEL Securities in San Francisco. He joined Topel & DiStasi Wealth Management in 2011 and built his client relationships over the next five years. In 2016, he founded Rockwood Wealth Management in San Francisco. Stephen is a Financial Advisor and Registered Principal with LPL Financial Services.

Stephen finds that many professionals simply get caught up in the crisis of everyday business and family concerns, unwittingly postponing their personal and family financial planning and thereby run the risk of sacrificing their current and future security.

With a desire to help people plan for their financial futures, Stephen assists individuals and families of all income levels in identifying their personal and family needs and resources in order to obtain a comfortable level of security for today and tomorrow.

Financial Advisor- Chapter Director

FPFE-or-Foundation-for-Personal-Financia