Westlake Private Wealth Management

CONNECT

Address:

200 N. WESTLAKE BLVD., SUITE 202
Westlake Village, CA 91362

Phone:

818-436-6800

Fax/Other:

818-436-6804

Meet Stephen

Stephen Meli, CRPC®

Managing Director

Phone: 818-436-6801

Fax: 818-436-6804

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Professional Details

  • 17 years investment and banking industry experience
  • BA, Radio-TV-Broadcasting- California State University, Northridge
  • MBA, Business Management- Graziadio School of Business, Pepperdine University
  • Affilliated with Wells Fargo Advisors Financial Network since 2012
  • Formerly Senior Vice President/ Resident Director with Merrill Lynch, Financial Advisor with Morgan Stanley
  • Chartered Retirement Planning Counselor™, Series 7, 9, 10, 66 registrations, variable annuity and life insurance licensed

After attending business school, I decided to accept a position with Morgan Stanley as a Financial Advisor. I was a part of the last training class in the World Trade Center, having graduated on September 7th, 2001 in New York City just days prior to the horrific events of September 11th. That experience, combined with the bursting of the dot.com bubble, Enron’s corporate fraud, the 2002 market crash, the sub-prime housing bubble and crisis, and finally the 2007 global recession left indelible marks on my character and defined the responsibility I shoulder while managing my clients’ wealth.

Following my tenure at Morgan Stanley, I accepted a position with Banc of America Investments (later becoming Bank of America / Merrill Lynch) and over the following eight years earned the title of Senior Vice President/ Resident Director and manager of the Westlake Village branch. During my time there, I attained the designations of Chartered Retirement Planning Counselor (CRPC®) and Portfolio Manager.

In 2012, my partner Dennis Fox and I decided we wanted a culture which was free from corporate mandates and would provide a more independent approach to working with our clients. We envisioned a more holistic way of helping our clients achieve their goals and dreams, so we founded Westlake Private Wealth Management.

Today, I work with a select group of affluent families, the entertainment community, and corporate executives. Through personal consultations, I work with each client to set quantifiable goals, and help prioritize their needs. I then develop and implement a customized investment strategy using a wide variety of financial solutions.

I currently reside in Rancho Dos Vientos, CA with my wife of 20 years, Lisa, and three beautiful children - Camryn, Ethan and Owen. On a good weekend, I can be found cheering at the pool for water polo or the fields for baseball…or just relaxing at the beach with a good book. I am a struggling skier and mountain biker, and enjoy traveling to new destinations around the world.

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[[Member Agent]] is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of [[agent states in which licensed]]. No insurance business may be conducted outside of these states referenced.

[[Member Agent]] is a Financial Advisor offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, in the states of [[agent states in which licensed]]. As such, these services are strictly intended for individuals residing in the states referenced.

[[Member Agent]] is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of [[agent states in which licensed]]. No offers may be made or accepted from any resident outside the specific states referenced.

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