Stephen R. Church

I’ve enjoyed working in the financial services industry for the past seven years, and am pleased to serve as an Associate Portfolio Manager with HearthStone | Private Wealth Management.

Prior to joining HearthStone, I spent my financial career at Fisher Investments. There I served as a Portfolio Implementation and Trading Associate as well as a Portfolio Evaluation Analyst.

I am a new resident of San Diego, having transitioned here from the Bay area. My wife, Megan (who is a San Diego native), and I spend the majority of our weekends surfing, playing golf or relaxing on the beach.

Education

University of Arizona

Career Highlights

Associate Portfolio Manager
HearthStone | Private Wealth Management
2018 - Present
 
Research Associate
Fisher Investments
2012-2018

Community

Boy Scouts of America – Eagle Scout/Alumni member of Troop 237

Professional Associations

Probate Attorneys of San Diego (PASD)
North County Estate Planning Council