Managing Director

Mr. Stemper advises clients on investment management, retirement planning, pension distribution strategies, employee stock options, real estate, tax planning, education planning, charitable giving and estate planning.

Mr. Stemper has received the President’s Recognition Award for Quality of Advice and has served on the committee to set and review the Quality of Advice standards for over 8,000 advisors nationally.

Mr. Stemper earned his Bachelor of Science degree in Engineering Science from Pennsylvania State University. He has completed the Program and in 1999 earned a Certified Financial Planner™ designation.

(949) 622-3716
(714) 454-6265