Steven Lakso, CFP®

Steven Lakso began his Financial Advisor career in 2001 with Edward Jones and joined LPL Financial in 2012. In 2019, he joined Benchmark Wealth Management with a desire to focus more attention on his clients with complex financial planning needs.

Steven has focused his career on assisting individual investors, “find the balance between saving, investing and living their lives to the fullest.” He became a financial advisor because, “the learning never ends.” He has a passion for simplifying the complex topics of finance and risk for his clients. He realized his true passion was in helping others obtain the American dream of financial independence.

Steven attended Western High School in Anaheim where he met his future wife Shana and received his Bachelor of Science Degree in Business Management in 2000 from the University of Phoenix while working in the printing industry as a Plant Manager and outside Sales Representative.

In a search for continuous professional improvement, Steven earned his CERTIFIED FINANCIAL PLANNER™ marks in 2016. The CFP® certification program involves a rigorous 2-year educational program and requires successfully passing a comprehensive examination. The CFP® certification has allowed Steven to increase his investment knowledge base and service abilities to his clients. This is in addition to the CFP® marks, Steven holds a California Life and Health insurance license and Series 7, 63 and 66 licenses through LPL Financial.

Away from the office Steven enjoys woodworking projects, travelling with friends, skiing, golfing and boating. Steven and Shana live in Huntington Beach and are both 2nd generation natives of Orange County. Their daughter Stephanie recently graduated from UCLA with a degree in Economics.