Stephen Best | Financial Advisor | Newport Beach, CA | U.S. Bancorp Wealth Management

Stephen Best

CFP professional®
Wealth Management Advisor
U.S. Bancorp Investments


Primary Office
4100 Newport Place
Newport Beach, CA 92660

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About Me

It is my pleasure to serve the financial needs of people in the Orange and Los Angeles Counties. I started in the financial industry in 1994 and became a Wealth Management Advisor in 2009. I hold a Bachelor of Arts degree in journalism from the University of Missouri in Columbia, Missouri. California Insurance License #0D26449.

I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.

I serve on the board of Let's Share Inc., which is an organization dedicated to making a positive difference in the lives of at-risk children. In my free time, I enjoy trail running, skiing and surfing.

Area of Focus

Investment Planning

Insurance Protection Planning

Retirement Plan Distribution Planning

Executive Compensation Planning

Business Succession Planning

Charitable Gifting Strategies

Executive/Trustee Planning

Legacy Planning

Goals Based Wealth Management

My Offices

About U.S. Bancorp Wealth Management

Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.