Steve lockshin biography

Financial advisor and author

Steve Lockshin is an American financial advisor, entrepreneur and financial author that has focusing on ultra high-net-worth clients and estate planning.^[1][2]

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^[3] (which shut down a year later),^[4][5] and Advice Period in 2013^[6][7] (which was named "Best Wealth Planning Firm" at Family Wealth Report Awards 2019).^[8]

He is an early investor in a number of fintech firms, such as Betterment,^[9][10][11] Quovo,^[12][13] Wealthbox,^[14] and Advizr.^[15][16] He has appeared widely in the finance and business press,^[17] and at conferences in the financial services and fintech industries.^{[18][19][20&#}