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Cfp® Stephen Shloss
THE Ultimate Advisor. Get Rock. Solid. Planning.
Stephen Shloss, CFP®, known as THE Ultimate Advisor, is a Financial and Real Estate Strategist specializing in comprehensive financial planning, real estate and investments planning, retirement and business tax strategies, insurance planning, and estate planning. He excels in guiding individuals and businesses through the 4-step process of identifying financial goals, strategizing solutions, taking action to solve problems, and implementing strategies to achieve desired outcomes. With a background in Certified Financial Planner studies at The American College of Financial Services and California State University, Long Beach, Stephen holds Securities Licenses Series 7, 66, 24, 52, and 53 in CA and AZ, offering his expertise through Castle Financial and Castle Real Estate Group. His experience includes roles as President at Castle Financial, President - Real Estate and Investments at Castle Real Estate Group, and positions at Metlife and American Benefit mortgage.
