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Mini stephen rischall
1080 Financial Group
Sherman Oaks, CA

Stephen Rischall

CFP®, CRPC®
Modern fiduciary financial advice and investment management.

Meet Stephen

The Client Experience - Stephen Rischall
The Client Experience - Stephen Rischall
About Us - Stephen Rischall
About Us - Stephen Rischall
Fiduciary - Stephen Rischall
Fiduciary - Stephen Rischall
Video Transcripts

Technologist, finance geek, adventurer.

Stephen Rischall is an award winning fiduciary financial adviser. He has been featured by the Wall Street Journal, Los Angeles Times and Investopedia.

At the age of thirteen, Stephen began learning how to invest using his own money. During his junior year of college, he began working in the financial services industry while earning his B.S. in Finance at California State University Northridge. At graduation, he…

Technologist, finance geek, adventurer.

Stephen Rischall is an award winning fiduciary financial adviser. He has been featured by the Wall Street Journal, Los Angeles Times and Investopedia.

At the age of thirteen, Stephen began learning how to invest using his own money. During his junior year of college, he began working in the financial services industry while earning his B.S. in Finance at California State University Northridge. At graduation, he received a special honors commendation for his role in managing the University Corporation Student Investment Fund. Soon after, Stephen began building his practice at a national brokerage firm where he met his business partner, Matt. They put plans in motion to launch 1080 Financial Group and became an independent Registered Investment Adviser firm in 2015.

Stephen has been recognized nationally as an InvestmentNews “40 Under 40” honoree and has also been named as one of the top ten Investopedia 100 “Most Influential Advisors”. Earlier in his career he was recognized throughout the Los Angeles community as a "Valley's Trusted Advisor” and "20 in their twenties" honoree. He actively serves his community through volunteerism and leadership; he is a past President of the San Fernando Valley Junior Chamber and Chairman of the YALA Board for the Jewish Federation of Los Angeles.


Services offered

Investment Management
Financial Planning
Retirement Planning
LGBT Services
Socially Responsible Investing
Employer Sponsored Retirement Plans

Experience with

Small business owners
Business executives
Entrepreneurs

Fee structure

Based on % of assets
Flat Fee/Retainer

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CRPC® - Chartered Retirement Planning Counselor℠

Memberships

FPA - Financial Planning Association

Education

Bachelors
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