A real relationship Helping you pursue your life's goals

Roger Stephens & Dan Rothenberg Roger W. Stephens, Daniel Rothenberg, Grace Kim, Michelle Stephanie Hadi, Akiva Zvi Glazerson, Robin Jay Kim

Roger Stephens & Dan Rothenberg


phone

213-253-5241



phone

855-889-7018



address

515 S. Flower Street
Suite 50
Los Angeles, CA 90071



Your organization has many responsibilities–to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.

We offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to us about how we can help support you in your fiduciary role.


Roger Stephens has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
  • Barron's Top 100 Financial Advisors, 2014
  • Barron's Top 1,000 Financial Advisors, 2013
  • WealthManagement.com Top 100 Wirehouse Advisors, 2014

Daniel Rothenberg has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019
  • NAPA Top Retirement Plan Advisor Under 40, 2018
  • On Wall Street Top 40 Advisors Under 40, 2016, 2017, 2019
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019
  • UBS Top 35 Under 35, 2013, 2014, 2015, 2016
  • REP. magazine and WealthManagement.com Top 40 Wirehouse Advisors Under 40, 2014
  • WealthManagement.com Top 100 Wirehouse Advisors, 2014, 2015



Insights

Art Cashin on the markets

Art Cashin on the markets

Top of the Morning Podcasts

Top of the Morning daily podcasts