With over 10 years of experience in the financial industry, Stepan joined the management team at Merlin Financial in 2022. He provides comprehensive financial planning strategies, specializing in retirement, investment, insurance, and business owner solutions. Stepan is also CEO of Blackstone Wealth & Insurance Solutions, which specializes in insurance solutions and employee benefits. Prior to joining Merlin, he served as a Registered Representative of NYLIFE Securities, and an Investment Advisor Representative of Eagle Strategies LLC.
Born and raised in Boston, MA, Stepan received his Bachelor's Degree from the University of Massachusetts Amherst before earning his Mater's in Business Administration from Suffolk University. He relocated to Los Angeles in 2012, where he resides with his loving wife, son, and puppy.
With a deep history of community service and involvement, Stepan is passionate about serving clients nationwide with their financial goals. He was drawn to this profession by his entrepreneurial mindset, as well as a desire to leverage the resources of a sound and trusted organizational network for the betterment of his community. He believes that the key to a fulfilling and balanced life is to spend your time on the work and activities that you are passionate about.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). CA Insurance License #0K05778.