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

Stephen Barber, AAMS®

Stephen Barber, AAMS®

Vice President – Financial Advisor

Professional Detail

 

  • Fifteen-years investment experience
  • Earned the AAMS® designation from the College for Financial Planning
  • Affiliated with Wells Fargo Advisors Financial Network 2017
  • Formerly Financial Advisor, Vice President with Stifel Nicolaus
  • Formerly Financial Advisor with A.G. Edwards & Sons., Inc.
  • USMC – 1st Marine Division – Honorably Discharged after four year term
  • Series 7, 63, 31 registrations, Variable Annuity and Life Insurance licensed #OK75345

 

Since celebrating his eighteenth birthday in Marine Corps Boot-Camp, Stephen’s commitment to a life of Service has contributed toward the crucial, attention-to-detail that his Clients’ expect and deserve.  Entering the Industry at the age of twenty-one, Stephen was mentored by his Father (30 + years) of Industry experience. Stephen’s passion for Legacy Planning contributes to the approach he takes with each individual Client. Focusing on preservation and his ability to guide his Clients toward, through and into retirement is where his experience is shown.

Understanding that the Financial Industry, market-cycles and individual client expectations are ever-evolving, Stephen’s disciplined approach of his clients Legacy offers a conviction and devotion that he believes every Client is owed.  When he’s not in the office, Stephen’s contributing much of his time at the Camarillo Airport, CA – as a volunteer with the Commemorative Air Force, So Cal Wing, 501(c)(3). Not for profit Air museum. Devoted to Veterans of past and present generations, his life of service does not end with the market close.

Stephen is married to his wife, Holly and together they are parents of three children, Luke, Jake & Grace and their Great Dane, “Pilot.”

 

Phone 805-436-6963
Fax 818-436-6804

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[[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.

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