Broker Check
Oakstone Wealth Management

 
Oakstone Wealth Management
1500 Quail Street, Suite 470
Newport Beach, California 92660
Phone: (949) 387-5211
Fax: (949) 387-5224

 
Steven Edwards

Steven Edwards

LPL Branch Manager & Financial Planner

Steven Edwards has over 24 years of Financial Service Experience. Mr. Edwards prides himself on devoting his time and energy not to product quotas and sales goals, but to understanding his clients’ individual financial goals and objectives. His goal is to implement a process that helps his clients manage their assets and risk.

Mr. Edwards works with LPL Financial to provide his clients access to thousands of securities and works closely with the nation’s leading providers of investments and insurance products. His Practice focuses on advising individuals and small business owners in the planning and implementation of wealth management strategies, retirement planning and estate conservation.

Steve has been married for 37 years to his wife Kelli and they enjoy spending time with their three children, Brittany, Ryan and Bradley, as well as their grandchildren. When he is not working with clients, Steve enjoys traveling with family and friends. His other passions are golfing, paddle boarding, hiking, and cooking.

  • LPL Financial Planner
  • Series 6-65-63-26 Registrations held with LPL Financial
  • Retirement Planning Specialist
  • Long Term Care Advisor