Stephen Keshishian, CFP®

Vice President | Financial Advisor

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Biography
Credentials & Awards
Location(s)

Stephen Keshishian is a wealth management financial advisor based in Los Angeles, CA.

Stephen focuses on business development and relationship management, working closely with financial advisors through custodial distribution channels. He cultivates strategic partnerships, engages prospective clients, and helps connect them with investment and planning solutions that align with their goals.

Stephen brings over a decade of experience in the financial services industry, with a background spanning advisory, operational, and leadership roles. He has worked with wealth management firms, insurance companies, and independent registered investment advisors and is passionate about mentoring professionals and supporting industry growth.

Stephen earned his Bachelor of Arts from the University of Massachusetts and his Master of Business Administration from Suffolk University.

Outside of work, Stephen enjoys spending time with his wife, two children, and dog, exploring new places and cultures, and staying active through biking, hiking, sports, music, and lifelong learning.

Education

  • Bachelor of Arts, University of Massachusetts
  • Master of Business Administration, Suffolk University

Industry Designations

  • CERTIFIED FINANCIAL PLANNER®

Resources

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