The prospect of building wealth through successful investing has never held more appeal. But, like any market, with increased demand for financial products has come increased supply. Investors have never been faced with more choices.
As an Investment Advisor Representative with LPL Financial, I can help you define your long-term investment objectives and build a personalized investment portfolio designed to help you achieve them. I recognize the importance of getting to know you; your financial needs, your financial goals and your lifestyle.
Hornstein Financial, located in Woodland Hills, was established to provide ongoing professional guidance to investors while helping them meet their individual investment objectives. I am able to do this by offering truly objective financial advice on a fee-basis. This method of compensation allows me to adjust your investment portfolio without you having to pay commissions,* to ensure that your return potential is consistent with your risk tolerance.
By providing professional investment advice and financial services, I have earned my clients’ trust and a reputation that reflects the high standards I have for the people I serve.
LPL Financial has one of the largest independent research departments in the industry, giving me access to financial information at my fingertips. I have the flexibility to choose from a wide range of investments to help you meet your financial objectives. Whether you are looking for institutional portfolio management services or a diversified fee based account that includes no-load mutual funds, stocks and bonds, I can help.
|Steve H. Hornstein
CPA, Esq., LL.M., CFP®
Working on a fee-basis allows me to:
- Customize an investment portfolio that is designed to help you realize your short and long-term investment goals.
- Provide simplified performance reporting which makes it easy for you to monitor your account.
- Support you with ongoing professional advice, timely information about your account and updates on the world’s financial markets.
- Manage your portfolio and make investment changes (without commissions**) as your objectives or the economic climate changes.
If you would like to work with an independent investment professional who is looking out for your best interest, please call or e-mail me. Together we can create portfolio that is designed to help you meet your investment objectives.
Steve H. Hornstein has worked in the areas of accounting, tax, financial strategy, and estate planning since 1996, when Mr. Hornstein joined the accounting firm of Deloitte & Touche, LLP in their Financial Counseling Services Group. While at Deloitte, Mr. Hornstein worked in their offices throughout Southern California, on behalf of many business and individual high profile and high net worth clients.
In 2000, Mr. Hornstein left Deloitte for a position as Controller of an internet consulting firm in Los Angeles, CA, guiding the company through its sale to a venture capital firm in 2004. Mr. Hornstein opened his law and accounting office in Woodland Hills in 2002.
Mr. Hornstein holds a B.A. in Economics-Business from UCLA, a J.D. from Loyola Law School, and an LL.M. in taxation law from Golden Gate University. Mr. Hornstein is a Certified Public Accountant, and a licensed attorney, having been admitted to the California Bar in 1996. He is Series 7, 63, and 66 licensed with Linsco/Private Ledger, as well as insurance licensed by the California Department of Insurance, and is a Certified Financial Planner™ certificant. [CFP® and Certified Financial Planner™ are registered trademarks of the Certified Financial Planner Board of Standards.].
Mr. Hornstein opened his Woodland Hills law and accounting office in 2002, assisting individual and business clients in a broad range of services including the following:
- Asset Allocation
- Retirement Planning
- Investment Strategies
- Education Funding
- Unbiased Financial Advice
*12b-1 fees may apply
** Nominal transaction charges may occur.
Annual fees are based on a percentage of assets under management.
Steve H. Hornstein
CPA, Esq., LL.M., CFP®
LPL Financial Planner
20335 Ventura Blvd., Suite 203
Woodland Hills, CA 91364
Office: (818) 887-9401
Toll-free: (888) 280-8100
Fax: (818) 887-7173
CA Insurance Lic. #OB66743
Steve H. Hornstein is a registered
representative with and securities are
offered through LPL Financial,