Stephen Seo, Cfa, Cpa Email and Phone Number
I’ve been a numbers person as far back as I can remember. When I was young, I would do all of the research for my parents when they were planning a trip. I would advise them about which hotels were offering free breakfast and which airline to fly. Looking back, I guess I’ve always been a financial planner at heart, but now I have the real chops.What began as child’s play became skills I honed as an adult and a professional. My research skills coupled with my analytical skills are what I bring to financial planning table. And because I am also a CPA, I look at financial planning from both an investment standpoint and an after-tax perspective, meaning I am always focused on the bottom line, on the numbers.I used those same skills when I was in the auditing field. Although I learned a lot, my personality is suited to a faster pace environment. For me, it’s more worthwhile helping my clients improve their financial education so they can meet their goals. I am motivated by the idea that I am really helping people. That is rooted in my innate attentiveness to each person I meet.In my free time, I’m adventurous and like to travel — Mexico, Aruba, Hawaii — anywhere where there is a beach. I’m also interested in a lot of subjects, from movies — I like the thought-provoking kind like “Interstellar” — to music to food, with sushi being my absolute favorite dish.I can be reached at 310-972-1696.
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PresidentL&S Advisors, Inc. Feb 2023 - PresentLos Angeles, Ca, UsAs President of L&S Advisors, Stephen Seo is responsible for guiding the growth of L&S and further developing L&S existing investment offerings and services. With Stephen, L&S has been able to grow from its core focus on investment management in the public markets to now offer additional opportunities for clients in a variety of assets classes including institutional funds and private equity. -
Chief Investment OfficerRvw Wealth Aug 2015 - Feb 2023Los Angeles, California, UsAs an Investment Advisor, I make sure my clients have a complete financial plan. Because much of our business is attained through word-of-mouth and referral, it’s a huge driver to succeed. My focus areas are:1. Engaging with clients so I really understand their financial goals.2. Owning the analytical process at our firm.Although I am an analytics junkie, I engage in human interaction. Investment is about talking to people and really understanding their financial needs. -
Private Bank AnalystJ.P. Morgan May 2013 - Jul 2015New York, Ny, Us Analyze portfolios held away from J.P. Morgan and calculate portfolio outcomes based on risk analysis Investigate year over year changes in investment values by filtering through large data sets (pivot tables, vlookup, etc) Create financial models and future asset value projections based on a variety of inputs Work in specialized teams such as the Executive Wealth Group in order to advise public company executives -
Audit & Enterprise Risk ServicesDeloitte Aug 2011 - May 2013Worldwide, OoDirectly communicated with senior and C-level executives to ensure effective project planning and execution Examined financial statements, quarterly reviews, internal controls and benefit plans for startups, private and public companies with over $14 billion in annual revenue Reviewed 10-Ks, 10-Qs, and private company financial statements to comply with SEC and GAAP regulations Performed due diligence and create presentations for key executives, board of directors, as well as audit committees -
FounderClassy Brass Jun 2006 - Dec 2011• Performed as a quintet to serve the needs of the community.• Communicated directly with clients and prospects in regards to logistics and finances of each performance. • Recorded the budget and presented the financial status at every meeting.
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PresidentFuture Business Leaders Of America Pbl Sep 2007 - Jun 2011• Networked directly with professionals to invite them as guest speakers and plan educational meetings for the members. • Managed officers from other PBL chapters in California to delegate tasks and plan logistics for conferences. • Organized and publicized newly implemented events such as Stock Market Game for the members. • Implemented new ideas to lead the UCSD chapter to have the most achievement program completed in California.
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Commercial Loans Track InternUnion Bank Jun 2010 - Sep 2010San Francisco, Ca, Us• Analyzed the data elements from a loan origination system to develop an efficient and innovative system for banking. • Maintained a database of action items on SharePoint for the origination team to track and resolve. • Created official documents and PowerPoint presentations to facilitate banking operations. • Completed search for errors on the Software Requirement Specification documents for the loan origination and servicing team to use during clarification calls with a third party vendor. -
Financial Advisor InternMerrill Lynch Mar 2010 - Jun 2010New York, Ny, Us• Learn about the fundamentals of investments for financial planning. • Assist with the preparation of professional seminars and investment proposals for prospective clients.• Research various equities and collaborated directly with a financial advisor to form investment strategies. -
Resource Analyst InternUcsd Campus Budget Office Mar 2009 - Jun 2009• Researched various policies from all ten University of California campuses and other private institutions to improve the efficiency of current UCSD policies. • Developed and presented ideas to offset the state budget cuts. • Worked with several analysts focusing primarily on data base, research, and creating of financials. • Developed PowerPoint and worked with complex Excel data to be used for official budget allocation presentation.
Stephen Seo, Cfa, Cpa Education Details
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Uc San DiegoHonors With Highest Distinction
Frequently Asked Questions about Stephen Seo, Cfa, Cpa
What company does Stephen Seo, Cfa, Cpa work for?
Stephen Seo, Cfa, Cpa works for L&s Advisors, Inc.
What is Stephen Seo, Cfa, Cpa's role at the current company?
Stephen Seo, Cfa, Cpa's current role is Investment Strategist with a passion for numbers.
What schools did Stephen Seo, Cfa, Cpa attend?
Stephen Seo, Cfa, Cpa attended Uc San Diego.
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