Broker Check
Harold D. Stephenson, CFP®

Harold D. Stephenson, CFP®

Founder and Owner

Harold D. Stephenson, CFP®, the founder and owner of The Stephenson Company, has more than 25 years of experience with LPL Financial providing conservative, objective advice to individuals and business owners in the Greater Bay Area, as well as the San Joaquin Valley.

With a Master’s Degree in education and a diverse background in wealth management, retirement planning and consulting, Harold provides clients with the expertise and knowledge required to make sound financial decisions through transparency and trustworthy advice. “We have earned a reputation for providing exceptional service and always placing the needs of our clients first and foremost,” says Harold.

Today’s investment climate has never been more challenging. To avoid the numerous pitfalls of incorrect investing, you must have an understanding of your financial goals and objectives, as well as a relationship with a trustworthy advisor who understands your needs.