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Steve Lash Email & Phone Number

High Net Worth Service Associate at Fidelity Investments
Location: Los Angeles, California, United States 4 work roles 4 schools
1 work email found @ihpfit.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@ihpfit.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
High Net Worth Service Associate
Location
Los Angeles, California, United States

Who is Steve Lash? Overview

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Quick answer

Steve Lash is listed as High Net Worth Service Associate at Fidelity Investments, based in Los Angeles, California, United States. AeroLeads shows a work email signal at ihpfit.com and a matched LinkedIn profile for Steve Lash.

Steve Lash previously worked as Financial Consultant Partner at Charles Schwab and Financial Advisor at Northwestern Mutual. Steve Lash holds Financial Planning And Services from The American College Of Financial Services.

Company email context

Email format at Fidelity Investments

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*@ihpfit.com
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AeroLeads found 1 current-domain work email signal for Steve Lash. Compare company email patterns before reaching out.

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Profile bio

About Steve Lash

As a Financial Consultant Partner at Charles Schwab, I serve as a trusted advisor, guiding clients through the complexities of wealth management and financial planning. My mission is to help individuals and families build, protect, and grow their wealth effectively.The Schwab AdvantageBacked by Charles Schwab’s industry-leading resources and innovative technology, I’m well-equipped to help you navigate the ever-changing financial landscape. Whether your goals include building wealth, planning for retirement, or leaving a lasting legacy, I’m here to provide the guidance and support you need.My approach is client-centric, focusing on understanding your unique financial situation, goals, and concerns. I believe in educating and empowering clients, ensuring you have the knowledge to make informed decisions about your financial future.Let’s connect and start a conversation about your financial aspirations. Together, we can develop a robust strategy to help you achieve financial success and peace of mind.

Listed skills include Fitness, Strength Training, Fitness Training, Nutrition, and 25 others.

Current workplace

Steve Lash's current company

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Fidelity Investments
Fidelity Investments
High Net Worth Service Associate
Los Angeles, CA, US
Website
schwab.com
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Company profile
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4 roles

Steve Lash work experience

A career timeline built from the work history available for this profile.

Financial Consultant Partner

Current
Charles Schwab

Westlake, Texas, Us

•Personalized financial strategies tailored to your unique objectives and risk tolerance•Expert advice on investments, banking solutions, and insurance products•Comprehensive wealth management approaches to optimize your financial portfolio•Collaborative partnerships, leveraging Schwab’s extensive resources to deliver exceptional resultsMy Expertise includes:•Sharp analytical skills for in-depth financial analysis and market insights•Clear, concise communication to explain complex financial concepts•A genuine passion for helping clients achieve their financial aspirations•Proven track record of fostering long-term, trust-based client relationships

Oct 2024 - Present

Financial Advisor

Northwestern Mutual

Milwaukee, Wi, Us

-Equipping business owners and professionals in various industries with comprehensive planning that provides financial enlightenment and education-Targeting beneficial strategies around Wealth Accumulation, Protection, and Financial Independence by utilizing streamlined tools that spotlight needs-based analysis and goal-oriented planning

May 2023 - Aug 2024

Fitness Professional

Fitness Hero

Personal Trainer and Sports Specific Trainer

Jan 2013 - May 2023
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at schwab.com. View company contacts →

KS Kayla Samples Kayla Samples Colleague at Fidelity InvestmentsDuncanville, Texas, United States View → JL Joel Lahman Joel Lahman Colleague at Fidelity InvestmentsDenver, Colorado, United States View → RG Rachel Goldstein Rachel Goldstein Colleague at Fidelity InvestmentsParker, Colorado, United States View → SP Shayan Peerwani Shayan Peerwani Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → ME Mark Engberg Mark Engberg Colleague at Fidelity InvestmentsRehoboth Beach, Delaware, United States View → HS Heather Sands Heather Sands Colleague at Fidelity InvestmentsPhoenix, Arizona, United States View → JB Jeffrey Brown, Cfa Jeffrey Brown, Cfa Colleague at Fidelity InvestmentsSeattle, Washington, United States View → EH Erica Holt Erica Holt Colleague at Fidelity InvestmentsPhoenix, Arizona, United States View → GS Gregg Strong Gregg Strong Colleague at Fidelity InvestmentsUnited States View → RM Rohit M Rohit M Colleague at Fidelity InvestmentsOverland Park, Kansas, United States View →
4 education records

Steve Lash education

Financial Planning And Services

The American College Of Financial Services

Bachelor Of Science - Bs, Business Management And Leadership

National Louis University

Religion/Religious Studies

Mayanot Institute Of Jewish Studies

Hebrew

Middlebury Institute Of International Studies At Monterey
FAQ

Frequently asked questions about Steve Lash

Quick answers generated from the profile data available on this page.

What company does Steve Lash work for?

Steve Lash works for Fidelity Investments.

What is Steve Lash's role at Fidelity Investments?

Steve Lash is listed as High Net Worth Service Associate at Fidelity Investments.

What is Steve Lash's email address?

AeroLeads has found 1 work email signal at @ihpfit.com for Steve Lash at Fidelity Investments.

Where is Steve Lash based?

Steve Lash is based in Los Angeles, California, United States while working with Fidelity Investments.

What companies has Steve Lash worked for?

Steve Lash has worked for Fidelity Investments, Charles Schwab, Northwestern Mutual, and Fitness Hero.

Who are Steve Lash's colleagues at Fidelity Investments?

Steve Lash's colleagues at Fidelity Investments include Kayla Samples, Joel Lahman, Rachel Goldstein, Shayan Peerwani, and Mark Engberg.

How can I contact Steve Lash?

You can use AeroLeads to view verified contact signals for Steve Lash at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Steve Lash attend?

Steve Lash holds Financial Planning And Services from The American College Of Financial Services.

What skills is Steve Lash known for?

Steve Lash is listed with skills including Fitness, Strength Training, Fitness Training, Nutrition, Wellness, Personal Training, Functional Training, and Sports Conditioning.

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