Stephen is a Financial Analyst at AJ Wealth, providing clients with a high-level and sophisticated service. Stephen provides strong analytical support, as well as prompt and thorough attention to clients’ various financial planning needs. His ability to get the job done and always be a team player are major contributors to his success at the firm. Prior to joining the firm, Stephen attended Fairfield University and graduated in 2017 (Cum Laude) with a Bachelor of Science in Finance. Stephen currently holds the FINRA Series 65 securities registration.