Financial Services / Real Estate Services
Stephen Mantzouris
Financial Advisor/Owner
Stephen is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
Since 1999, Stephen has been helping residents in the San Francisco Bay Area to preserve their assets and plan for the retirement they want. He is a financial professional who can offer investment and insurance products and services.
“Most of our clients want to learn ways to increase income, reduce taxes and not run out of money,” Stephen says. “My goal? To help safeguard the dreams you have strived to achieve and the assets you have worked so hard to accumulate.”
When Stephen is not working, he enjoys fishing, hiking and spending time with his family, including babysitting six grandchildren.
Stephen Mantzouris is an Insurance Agent/Agency;
Stephen Mantzouris
CA LIC #0C50600.
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Investment advisory services offered through Liberty Wealth Management LLC, a registered investment advisor. Securities offered through Liberty Group LLC. Member FINRA www.finra.org, SIPC www.sipc.org. Insurance offered through Lifetime Insurance Marketing INC. Insurance License #0F17020.
Contact Information
To ask questions or comment about this privacy policy and our privacy practices, contact us at:
[email protected]
or
510.658.1880