Stephen Cota

Stephen Cota has been providing sound financial advice to those in San Diego and beyond since 1998.  After working for a large Wall Street firm and then a regional bank, Steve joined LPL as an independent financial advisor in 2008.  Steve is a registered Principal and, as such, can act in a fiduciary manner.  He specializes in helping small businesses and families manage risk, maximize capital, build for the future, and provide income in retirement.  He does this by customizing portfolios to provide clients with the opportunity to meet their specific goals and  objectives so that they are placed in a strong position to reach their financial needs without overstepping their personal risk tolerance.