Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Stefan is a licensed financial adviser and President of Alpha Wealth Partners and founder of Transition.Services. Stefan helps his clients, create, manage and preserve wealth. Stefan also oversees five additional regional financial offices and eight financial advisers.  Born in Dayton, Ohio, he considers himself a true Ohio State Buckeye Fan.  In 2001, Stefan relocated to Southern California where he now lives in downtown Fullerton, Ca with his wife Melissa and son’s Ian, Bryce and daughter Charity. Upon receiving his BA in Accounting and dual minor’s in Finance and Military Science in 1993, Stefan served proudly as a 1st Lieutenant in the U.S. Army Reserves. He later continued his professional pursuits as a research analyst at Smith Barney and financial consultant at Merrill Lynch. Advising clients over the past 20 years has earned Stefan a longstanding reputation as an expert in the field of investment management, income and retirement planning. His professional licenses include FINRA series 7, 24, 63, and 65 registrations. What really inspires Stefan is working side by side with clients thru the personal and financial journey towards a safe and secure financial future. “I look forward to being a part of your successful transition.” Planning services include: 1. Helping client rollover 401 (K) savings, ESOP and pension plans to personal Individual Retirement Accounts. 2. Developing life time income strategies with a goal of creating a guaranteed, risk free and secure retirement. 3. Pre-Retirement financial planning through the use of goals based planning and cash flow analysis. 4. Planning services are provided to any client, regardless of account size, or complexity.