Phone: (949) 622-3732
Stephen.Wiechert@FirstSunAdvisors.com
Mr. Wiechert is responsible for developing and managing client relationships and bringing a broad array of investment services to meet the needs of high-net-worth families and small businesses. As a wealth advisor of the firm, Mr. Wiechert becomes intimately acquainted with the specific objectives and needs of his clients to deliver proven financial planning solutions to assist in meeting these goals.
Mr. Wiechert joined the firm in 2015 and brings over 11 years of professional experience in the investment field. Prior to joining First Foundation Advisors, he helped manage a team of real estate investment trust professionals for Steadfast Capital Markets.
Mr. Wiechert is a Certified Financial Planner, earned his Bachelor of Science in Economics from the University of Oregon and holds a Master of Business Administration in Financial Planning from California Lutheran University. Mr. Wiechert previously served on the Orange County United Way Emerging Leaders Committee.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if First Foundation Advisors is engaged, or continues to be engaged, to provide investment advisory services.