With over 10 years of experience in the financial industry, Stepan joined the management team at Merlin Insurance & Financial Services in 2022. He provides comprehensive financial planning, specializing in retirement, investment, insurance, and business owner solutions. Stepan is also CEO of Blackstone Wealth & Insurance Solutions, which provides comprehensive 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 graduated from the University of Massachusetts Amherst with a Bachelor’s Degree, and from Suffolk University with Master’s in Business Administration. He relocated to Los Angeles in 2012, where he resides with his wife, baby 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 through a combination of his entrepreneurial mindset and his desire to leverage the strength and resources of a sound and trusted organizational network. 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.