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Stephen Wiechert, CFP®
Stephen Wiechert, CFP®
Wealth Advisor

Phone: (949) 622-3732
swiechert@ff-inc.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. 

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS #793235.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY