President
Current
Mar 2018 - Present
AeroLeads people directory · profile
Steven Bernstein Email & Phone Number
President at Stonewater Financial
at
Stonewater Financial
1 work email found
@metlife.com
1 phone found area 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
President at Stonewater Financial
Location
Beverly Hills, California, United States
Who is Steven Bernstein? Overview
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Quick answer
Steven Bernstein is listed as President at Stonewater Financial at Stonewater Financial, based in Beverly Hills, California, United States. AeroLeads shows a work email signal at metlife.com, phone signal with area code 212, and a matched LinkedIn profile for Steven Bernstein.
Steven Bernstein previously worked as President at Stonewater Financial and Private Client Advisor at Jpmorgan Chase Bank, N.A.. Steven Bernstein holds Bs, Finance from Yeshiva University.
Company email context
Email format at Stonewater Financial
This section adds company-level context without repeating Steven Bernstein's masked contact details.
{first_initial}{last}@metlife.com
86% confidence
AeroLeads found 1 current-domain work email signal for Steven Bernstein. Compare company email patterns before reaching out.
Profile bio
About Steven Bernstein
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Financial Services and Services.
Current workplace
Steven Bernstein's current company
Company context helps verify the profile and gives searchers a useful next step.
5 roles
Steven Bernstein work experience
A career timeline built from the work history available for this profile.
Private Client Advisor
Sep 2013 - Feb 2018
Financial Planner / Special Needs Planner
Metlife Of Southern California
With over a decade of experience as a financial professional, Steven has made a positive difference to business owners, professionals, families, and friends. With his high degree of technical competency and analytical aptitude, Steven is able to help guide his clients toward making the right business decisions, that are aimed at producing results, as well as protecting what they already have. In addition, he is part of a select group of planners who help families through the maze of legal and financial complexities surrounding planning for the future of dependents with special needs, securing both lifetime care and quality of life.
May 2009 - Sep 2013
Associate
RBC is a national, full service investment bank that operates one of the largest municipal finance departments in the country.
Sep 2003 - Dec 2008
Senior Analyst
Creates and markets leading edge financial products and services to solve client specific needs.
May 1998 - Apr 2003
1 education record
Steven Bernstein education
FAQ
Frequently asked questions about Steven Bernstein
Quick answers generated from the profile data available on this page.
What company does Steven Bernstein work for?
Steven Bernstein works for Stonewater Financial.
What is Steven Bernstein's role at Stonewater Financial?
Steven Bernstein is listed as President at Stonewater Financial at Stonewater Financial.
What is Steven Bernstein's email address?
AeroLeads has found 1 work email signal at @metlife.com for Steven Bernstein at Stonewater Financial.
What is Steven Bernstein's phone number?
AeroLeads has found 1 phone signal(s) with area code 212 for Steven Bernstein at Stonewater Financial.
Where is Steven Bernstein based?
Steven Bernstein is based in Beverly Hills, California, United States while working with Stonewater Financial.
What companies has Steven Bernstein worked for?
Steven Bernstein has worked for Stonewater Financial, Jpmorgan Chase Bank, N.A., Metlife Of Southern California, Rbc Capital Markets, and Boutique Capital Markets Group.
How can I contact Steven Bernstein?
You can use AeroLeads to view verified contact signals for Steven Bernstein at Stonewater Financial, including work email, phone, and LinkedIn data when available.
What schools did Steven Bernstein attend?
Steven Bernstein holds Bs, Finance from Yeshiva University.
What skills is Steven Bernstein known for?
Steven Bernstein is listed with skills including Financial Services and Services.
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