Meet Stephen
Financial Fiduciary. Retirement and Wealth Strategist. Health & Wellness Advocate.
From Advisor to Advocate: Stephen’s Origin Story
Stephen’s journey from advisor to advocate began when he saw how many families were entering retirement with hidden risks, not just in their finances, but in their overall well-being. Retirement Everest gave him a platform to bridge the gap between Wealth Management and the deeper connection between Wealth & Health. Today, his mission goes beyond one-on-one advising. He works to expose industry misconceptions, simplify complex financial topics, and help retirees understand that true retirement security requires both financial strength and personal health. Through Retirement Everest, Stephen empowers families to retire with clarity, confidence, and a plan that supports the life they want to live, inside and out.
Stephen Becker isn’t just a fiduciary financial advisor. He’s someone who believes that a fulfilling retirement begins with living a full, healthy, and meaningful life today. With over 35 years of experience guiding individuals and families toward financial clarity, Stephen brings a balanced approach that blends expert financial planning with real-life wellness principles.
In the Office: Your Fiduciary, Guide, and Advocate
Stephen is known for his straightforward, education-first approach. As a Registered Fiduciary, his commitment is simple: act in your best interest, always.
He helps clients uncover hidden risks, reduce unnecessary fees, strengthen their long-term strategy, and understand every part of their financial life. His style is clear, direct, and genuinely caring, making even the most complex topics feel comfortable and manageable.
Beyond the Office: A Life Built Around Health, Family, and Purpose
Stephen believes you can’t plan for a great retirement if you’re not living well today, and he leads by example. His life outside the office reflects the same values he brings to his clients: balance, discipline, joy, and purpose.
Family First, Always
At the center of Stephen’s world are his two children — a son and a daughter.
They love spending time together at the beach, creating memories that matter far beyond work or routine.
Stephen and his son also share a special bond as proud Ducks fans, cheering on their team together as part of their ongoing father-son tradition.
Certified Nutrition and Exercise Expert
As a certified nutrition and exercise expert, Stephen makes health a non-negotiable part of his daily routine.
You’ll find him at the gym every single day, practicing what he teaches about longevity, energy, and living life fully.
Exploring Southern California on Two Wheels
When he’s not in the office, Stephen loves the freedom and adventure of the open road.
He rides his Harley Davidson across Southern California, taking in scenic routes and recharging through movement and the outdoors.
Serving the Community Through Cooking
Every first Thursday of the month, Stephen is in the kitchen at the Elk’s Lodge in Mission Viejo, volunteering his time and cooking for the community.
It’s one of the ways he gives back and stays grounded in service.
Stephen’s Work with Retirement Everest
Alongside his work with clients, Stephen is a key contributor to Retirement Everest, a national initiative focused on exposing the real risks and challenges of retirement. Through workshops, events, and educational content, he helps simplify complex financial concepts so families can make informed, confident decisions.
For Stephen, Retirement Everest isn’t just a program. It’s a mission to empower more people with clarity, transparency, and the tools they need to retire with purpose and peace of mind.