Stephen Spach
Guiding clients toward maximizing lifelong and intergenerational wealth...
- Role
- Financial Advisor at Pinion Wealth
- Location
- Fresno, CA, US
- LinkedIn followers
- 500 followers
About Stephen Spach
At Pinion Wealth, we focus on developing strong long-term client relationships. By understanding your unique goals, needs, and situation we can develop customized investment and risk management strategies to help you meet your objectives.Our mission is to enhance the well-being of our people and the clients we serve.Our investment and insurance professionals are experienced advisors who offer innovative solutions to both businesses and individuals.The depth of experience and knowledge we can bring our clients is extended through our affiliation with Pinion, certified public accountants and consultants. Our broad base of experience allows us to develop strategies with the maturity, detailed knowledge, professional objectivity and comprehensive resources needed to meet ever-changing financial circumstances.
Experience
Financial Advisor
Apr 2023 — Present · Fresno, CA, US
Education
California State University, Fresno
Bachelor's degree, Parks, Recreation and Leisure Facilities Management
2000 — 2005
The Wharton School
Business Management & Entrepreneurial Program
2013 — 2013
California State University, Fresno
Master of Business Administration - MBA, Business Administration and Management, General
2017 — 2018
University of Notre Dame - Mendoza College of Business
Business Management & Entrepreneurial Program
2013 — 2013
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