Stephen has been in the financial industry for over 18 years. Having experienced the year 2000 as well as the 2008 financial meltdown, he understands the importance of having a prudent financial plan as well as good savings habits. Over the years, he has remained focused on the three stages of wealth management: 1) Creating and growing your wealth 2) Protecting and preserving your wealth 3) Transferring your wealth efficiently to the next generation. Simply put, Stephen determines the stage of life his clients are in, maps out a strategy and remains focused on those three wealth management stages.
Being a student of the Market is not just Stephen’s profession, but his hobby. He spends hours each week scrolling through hundreds of charts to stay in tune with what is working in the markets and what isn’t. He enjoys the challenge of placing clients’ money in investments that best serve them. In today’s world of smartphones and social media, it is easy to become bombarded with outside opinions about the future direction of the markets and economy. Stephen is focused on eliminating the white noise by remaining focused on dynamic market indicators that allow him to see where the trends are, where money is flowing, and to construct portfolios to allow our clients to participate in these trends.
Stephen immigrated from Malaysia back in 1980 and has lived in San Jose then Los Angeles for the last 17 years. Stephen shares his life with his wonderful wife of 21 years, and their two children and two dogs. In his free time, he enjoys playing golf, attending events, cooking a meal for friends and family.
You can reach out to Stephen at sloh@brileywealth.com.