Steven Lockshin

Greater Los Angeles Area United States

Partner at Betterment Institutional

Finance / Banking / Insurance

Entrepreneur in wealth management services industry. Built and sold RIAs and TAMPs. Now doing it again. Founder with a primary focus towards serving the ultra-affluent through effective estate and investment planning. Champion for technological advances in the wealth advisory industry while working towards improving transparency and supporting the fiduciary standard(+). Author of Get Wise to Your Advisor The information provided on this page is for viewing only. Please refrain from adding comments or “liking” the material. If you have any questions or comments relating to the material, please contact me directly. Specialties: investment planning, estate planning, leadership, entr