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This profile was last updated on 4/24/2017 and contains contributions from the  Zoominfo Community.

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Wrong Stephen Lovell?

Stephen F. Lovell

Branch Manager

Lovell Wealth Management

HQ Phone:  (925) 932-7082

Email: s***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Background Information

Employment History

Branch Manager

LPL Financial LLC


President

Silicon Valley Tax


Radio Show Host

Kentucky Division of Water


Financial Professional and President

Lovell Wealth Legacy


Affiliations

Financial Planning Association

Member of the National Member Relations Committee


Education

MBA


Web References(40 Total References)


www.lovellwealthmanagement.com

Stephen F. Lovell
Retirement Planning Tax & Estate Planning


www.lovellwealthmanagement.com

Stephen F. Lovell
Retirement Planning Stephen F. Lovell Retirement Planning Tax & Estate Planning


www.lovellwealthmanagement.com

Stephen F. Lovell
Retirement Planning Whether planning for the income needs of a surviving spouse or designing a comprehensive financial legacy pian for your entire family, as an Accredited Estate Planner (AEP®), founder Stephen F. Lovell has the advanced training, experience, and industry resources to help you create a personal and strategic legacy plan. Not only does he work with top CPAs and attorneys throughout the country, but he has taught estate planning to MBA students.


www.lovellwealthmanagement.com

Stephen F. Lovell
Retirement Planning Click here to learn more about our founder, Stephen F. Lovell or contact us to request a consultation.


www.lovellwealthmanagement.com

Stephen F. Lovell
Retirement Planning Stephen F. Lovell, CFP®, MBA, ChFC®, CLU®, CRPC®, RHU®, AIF® Stephen F. Lovell takes a deep personal interest in helping clients preserve their lifestyle while also assisting with their legacy, having personally known what it means to "lose the legacy". As an Accredited Investment Fiduciary (AIF®) Lovell is required to act solely in the interests of and with undivided loyalty to his clients. Starting out with large corporate financial organizations, Lovell was motivated to start his own independent practice in 2003 to provide truly objective and comprehensive advice in the interest of his clients. Recognized Professional In Retirement Planning Lovell is experienced at his craft and has been recognized as such by the media, consumer organizations, and associations in the financial services industry. He is a second-generation advisor, following in his father's footsteps. He has 10 professional credentials, and since 1990 has been helping Bay Area residents pursue their financial goals. His area of focus is retirement planning and he has received national media recognition for his specialized expertise in this critical area. To request a consultation with Stephen F. Lovell, call 800-841-4225


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