Stephen F. Lovell,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen F. Lovell, CFP®

ChFC,CLU,AEF,AIF

President

Lovell Wealth Managment

201 Spear St., Suite 100
San Francisco, CA 94105

Lovell Wealth Managment

201 Spear Street, Suite 1100
San Francisco, CA 94105
FINANCIAL ADVISOR'S WEBSITE
(415) 254-8719

General

Stephen Lovell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lovell Wealth Managment in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 31, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - AEP, CRPC, RHU, CAP

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Insurance, Real Estate, Retirement, Stocks & Bonds, Long-term Care, Medical & Health Issues, Sudden Wealth, Personal Taxes

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