Stonewater Financial

As part of our Stonewater Financial family, you're at the heart of everything we do. I believe celebrating our successes is important, and I wanted to share one of our achievements with you. Stonewater Financial has been featured in The LA Jewish Home! This feature article delves into our firm's commitment to empowering our clients, highlighting the personalized strategies and dedicated support we provide to help each of you achieve your financial goals. The journey of financial planning and management is deeply private and unique to each of us. In the article, you'll find stories of how we've navigated challenges and celebrated successes alongside our clients, showcasing the impact of our collaborative approach to financial well-being. Hopefully, these can be inspiring or get you thinking about your situations. We're honored by this recognition and see it as a testament to the trust and relationships we've built. Your success is our success, and every milestone you reach is a shared victory for our team. I warmly invite you to read the article and join us in celebrating this wonderful feature. We hope you find it both informative and captivating. If you have any thoughts, insights, or feedback after reading, please don't hesitate to share them with me. Thank you for being a part of our journey and for allowing us the privilege to be a part of yours. Warmest regards, Steven

Are you confident in your financial plan for your child’s college education? Join us on August 6th at 11 AM PT for an exclusive webinar hosted by Stonewater Financial, featuring JP Morgan’s 529 Plan Specialist, Tricia Scarlata. In this session, you’ll gain: 1️⃣ Insight into the rising costs of college education 2️⃣ Strategies to save and invest wisely 3️⃣ Tips on maximizing financial aid and scholarships Looking forward to seeing you all. Feel free to submit any questions you might have ahead of time. We'll answer them live. Reserve Your Spot Today https://buff.ly/3W7KBQl

Steven Bernstein and Diedre S Lind discuss the various frequencies of charitable efforts. For more insights into the practical and financial aspects of philanthropy, check out the full recap of the webinar at https://buff.ly/3zARRfO Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

Its never too late. Start your journey today. https://buff.ly/3L6ze6b

Let's maximize your wealth through smart tax planning! 👉 https://buff.ly/4btPfxL 👈 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

We are thrilled to congratulate Stephen Kirschenbaum on his recent achievement! Your continuous hard work and dedication in the field of estate planning are truly inspiring. It’s an honor to work with you, and we look forward to witnessing your continued success and future accomplishments. Here's to many more milestones together! 🌟 #Congratulations #Achievement #EstatePlanning #SuccessStory #Teamwork

Steven Bernstein and Diedre S Lind share how to maximize every penny you give and its impact. For more insights into the practical and financial aspects of philanthropy, check out the full recap of the webinar at https://buff.ly/3RNb6Jh Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

The perfect guy doesn’t exists.... But Steven does! ✅ Find your financial soulmate and get your finances on the right track! Book Your Date Today👉 https://buff.ly/4cxL0Co

Ready for a smoother journey through life's ups and downs? Be proactive with Stonewater Financial. 👉 https://buff.ly/3yQFjkl 👈 Securities and advisory services are offered through LPL Financial, a registered investment adviser, Member FINRA/SIPC.

As we celebrate the 4th of July, let us honor the history and significance of this day. It's a time to reflect on the values of freedom and independence that our nation stands for. Let's cherish the moments with family and friends, enjoying the fireworks and festivities.