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

Stephen Best

CFP®
Wealth Management Advisor
U.S. Bancorp Investments

949.863.2417

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 Wealth Management from U.S. Bank and U.S. Bancorp Investments

Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.