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Steve Lockshin Email & Phone Number
Founder
at
Vanilla
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Founder
Location
Los Cabos, Baja California Sur, Mexico
Company size
Who is Steve Lockshin? Overview
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Quick answer
Steve Lockshin is listed as Founder at Vanilla, a with 184 employees, based in Los Cabos, Baja California Sur, Mexico. AeroLeads shows a matched LinkedIn profile for Steve Lockshin.
Steve Lockshin previously worked as Founder & Chairman at Vanilla and Founder at Adviceperiod. Steve Lockshin holds Bachelor Of Science (Bs), Technology & Management from University Of Maryland.
Company email context
Email format at Vanilla
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Vanilla
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Profile bio
About Steve Lockshin
Entrepreneur in wealth management services industry. Built and sold RIAs and TAMPs. Now doing it again. Founder with a primary focus towards serving the ultra-affluent through effective estate and investment planning. Champion for technological advances in the wealth advisory industry while working towards improving transparency and supporting the fiduciary standard(+).Author of Get Wise to Your AdvisorThe information provided on this page is for viewing only. Please refrain from adding comments or “liking” the material. If you have any questions or comments relating to the material, please contact me directly.Specialties: investment planning, estate planning, leadership, entrepreneurship, performance reporting, asset allocation
Current workplace
Steve Lockshin's current company
Company context helps verify the profile and gives searchers a useful next step.
Vanilla
19 roles · 32 years
Steve Lockshin work experience
A career timeline built from the work history available for this profile.
Apr 2019 - Present
Founder
CurrentAdvicePeriod is a brand utilized by Mariner, LLC - Investment Advisory Services are offered through Mariner, LLC, a SEC Registered Investment Adviser
Feb 2014 - Present
Board Member
Current
Jan 2020 - Present
Member
Current
Jul 2017 - Present
Member
Current
1995 - Present
~31 yrs 6 mos
Board Member
Just Invest, Llc
Jan 2019 - Jan 2022
Board Member / Investor
Jan 2014 - Jul 2021
Advisor
Oct 2017 - Dec 2019
Advisor / Investor
2015 - Aug 2019
Sep 2015 - Jan 2019
Oct 2016 - May 2018
Partner
Enabling investment advisors to accelerate their business through technology. Distributor of Betterment Institutional.
Feb 2014 - Nov 2015
Chairman And Founder
Jan 2012 - Nov 2014
Mar 1994 - Jan 2012
Chairman
Independence.Com
Democratizing wealth management services reserved for the ultra-wealthy via technology.
2011 - 2014
~3 yrs
Co-Founder
A consortium of top independent financial advisors and wealth advisors working together to influence the industry to better educate and serve the consumer.
Mar 2012 - Mar 2013
Founder
Fortigent, Llc
Founder of Fortigent (formerly Lydian Advisor Services)
1996 - 2007
~11 yrs
Partner
1998 - 2004
~6 yrs
Team & coworkers
Colleagues at Vanilla
Other employees you can reach at justvanilla.com. View company contacts for 184 employees →
AC
Angela Cachero
Colleague at VanillaPoway, California, United States
View →
PC
Patrick Carlson
Colleague at VanillaCary, North Carolina, United States
View →
AE
Achankeng Eliane
Colleague at VanillaManama, Capital Governorate, Bahrain
View →
MM
Maddy Maloney
Colleague at VanillaSan Francisco Bay Area, United States
View →
RL
Raymond L.
Colleague at VanillaPhiladelphia, Pennsylvania, United States
View →
NT
Nicholas Tran
Colleague at VanillaUnited States
View →
DK
Danso King David
Colleague at VanillaAccra, Greater Accra Region, Ghana
View →
SK
Sandy Kovalak
Colleague at VanillaIssaquah, Washington, United States
View →
HB
Hayfa Ben Dhaw
Colleague at VanillaDélégation Hammam Sousse, Sousse, Tunisia
View →
NA
Negin Aliakbari
Colleague at VanillaTehran, Tehran Province, Iran, Islamic Republic Of
View →
Angela Cachero
Colleague at VanillaPoway, California, United States
View →
PC
Patrick Carlson
Colleague at VanillaCary, North Carolina, United States
View →
AE
Achankeng Eliane
Colleague at VanillaManama, Capital Governorate, Bahrain
View →
MM
Maddy Maloney
Colleague at VanillaSan Francisco Bay Area, United States
View →
RL
Raymond L.
Colleague at VanillaPhiladelphia, Pennsylvania, United States
View →
NT
Nicholas Tran
Colleague at VanillaUnited States
View →
DK
Danso King David
Colleague at VanillaAccra, Greater Accra Region, Ghana
View →
SK
Sandy Kovalak
Colleague at VanillaIssaquah, Washington, United States
View →
HB
Hayfa Ben Dhaw
Colleague at VanillaDélégation Hammam Sousse, Sousse, Tunisia
View →
NA
Negin Aliakbari
Colleague at VanillaTehran, Tehran Province, Iran, Islamic Republic Of
View →
1 education record
Steve Lockshin education
-
University Of Maryland
FAQ
Frequently asked questions about Steve Lockshin
Quick answers generated from the profile data available on this page.
What company does Steve Lockshin work for?
Steve Lockshin works for Vanilla.
What is Steve Lockshin's role at Vanilla?
Steve Lockshin is listed as Founder at Vanilla.
Where is Steve Lockshin based?
Steve Lockshin is based in Los Cabos, Baja California Sur, Mexico while working with Vanilla.
What companies has Steve Lockshin worked for?
Steve Lockshin has worked for Vanilla, Adviceperiod, Pathwater, Chief Executives Organization, and Young Presidents' Organization.
Who are Steve Lockshin's colleagues at Vanilla?
Steve Lockshin's colleagues at Vanilla include Angela Cachero, Patrick Carlson, Achankeng Eliane, Maddy Maloney, and Raymond L..
How can I contact Steve Lockshin?
You can use AeroLeads to view verified contact signals for Steve Lockshin at Vanilla, including work email, phone, and LinkedIn data when available.
What schools did Steve Lockshin attend?
Steve Lockshin holds Bachelor Of Science (Bs), Technology & Management from University Of Maryland.
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