Stephen Spach

Financial Advisor @Pinion Wealth

Fresno, CA, US
EMAILS
s••••••••@pinionwealth.com
MOBILE NUMBERS
+15•••••••17

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WORK HISTORY

Apr 2023 — Present

Financial Advisor @Pinion Wealth

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Fresno, CA, US

EDUCATION

2000 — 2005

California State University, Fresno

Bachelor's degree, Parks, Recreation and Leisure Facilities Management

2013 — 2013

The Wharton School

Business Management & Entrepreneurial Program

2017 — 2018

California State University, Fresno

Master of Business Administration - MBA, Business Administration and Management, General

2013 — 2013

University of Notre Dame - Mendoza College of Business

Business Management & Entrepreneurial Program

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.

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