Steve Lockshin American Finance Professional
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Steve Lockshin is an American Finance Professional.
Steve Lockshin is a member of the following lists: American investors, Financial planners and Financial technology companies.
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Details
| Nationality |
American
|
| Occupation |
Finance Professional
|
Steve Lockshin is an entrepreneur and financial advisor, focusing on ultra high-net-worth clients. He is a founder of a number of companies, such as Fortigent (formerly Convergent Wealth Advisors and CMS Financial Services) in 1994, Advizent in 2012 (which shut down a year later), and Advice Period in 2013 (which was named "Best Wealth Planning Firm" at Family Wealth Report Awards 2019).
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