Steve Lockshin is recognized as a thought leader in the wealth management industry. Founder of Convergent Wealth Advisors, Steve has established his company as an innovator in the use and analysis of risk and reward parameters for alternative portfolios, equity risk management for concentrated portfolio holdings, and other strategies now employed industry-wide.
Ranked by Barron's as the #1 advisor in California in 2012 and #2 on Barron's Top 100 Independent Financial Advisors list in 2012, this is Steve's third straight year as one of the top five independent advisors in the nation. In 2010, Washingtonian magazine named Steve as one of the Top Financial Advisors in the Washington, DC area.
In 2012, Steve founded Advizent, a membership organization of investment advisory firms. The mission of Advizent is to promote client-centric wealth management and to provide consumers the access and information to make educated decisions when evaluating financial advisors. We're proud to say that this commitment to transparency and a client-centric approach are shared family values.
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