Call and Ask for a complimentary portfolio analysis

Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor Independent Advisor

Safety First Financial Consulting, with a Personal Touch

We can plan your brighter future!

Book Now

Safety First Financial Consulting, with a Personal Touch

We can plan your brighter future!

Book Now

Site Content

Questions and Discovery

• Do you have to risk loss to grow your assets?
• Identify the 3 most important steps to take NOW, before the next bear market hits.
• How our clients have kept their money safe from market declines.
• Selecting an appropriate time for you to retire and to start receiving benefits.
• Strategies to feel good about your retirement.
• Learn how you may be able to receive increasing income that you and your spouse can never outlive, despite the ups and downs of the market.*
• Strategies to help achieve solid financial goals.

Site Content

Stephen Mantzouris is a dedicated and focused financial advisor and insurance professional who offers

possible solutions and has been developing retirement strategies that helps his clients feel good about the future.

Most of our clients want to learn ways to increase income, reduce taxes, and not run out of money (without market risk or unnecessary fees). This is not a sales seminar. It is an Informational Program that deals with the facts… the good, the bad, and the small print.

You will learn how to avoid the most common mistakes to help you make sound financial decisions.

About Us

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; CA LIC #0C50600.

About Stephen Mantzouris

Making & Meeting Goals

I start by documenting your goals and then compare them to your current portfolio. I use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Building Strong Futures

I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate. I use proven investment strategies designed to meet your risk tolerance and hedge against market volatility.

About Me Ca. Lic. # 0C50600

Since 1999, I've been helping business and individuals safeguard their assets and plan for the retirement they want. When I'm not working,

I enjoy fishing, hiking the outdoors, spending time with my family, and babysitting my six grandchildren.

About Us

Interested?

Stephen Mantzouris, California License #0C50600 is a dedicated and focused financial advisor and insurance professional who offers possible solutions and has been developing retirement strategies that help his clients feel good about their future. Most of our clients want to learn ways to increase income, reduce taxes, and not run out of money (without market risk or unnecessary fees). This is not a sales seminar. It is an Informational Program that deals with the facts… the good, the bad, and the small print. My wish is that you will learn how to avoid the most common mistakes to help you make solid financial decisions.

Investment advisory services offered through Liberty Wealth Management LLC, an SEC registered investment advisor. 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:

510.658.1880

33.33% of our lives will be spent in retirement

Are you ready?

I work with local Estate Planning ATTORNEYS and CPA's

Complimentary reviews

Safety First Financial Consulting, with a Personal Touch

Safety First Financial Consulting, with a Personal Touch

Video

Site Content

Questions and Discovery

Site Content

About Us

Stephen Mantzouris

Events

A few reasons to meet and plan properly

A few reasons to meet and plan properly

Photo Gallery

Photo Gallery

About Stephen Mantzouris

Making & Meeting Goals

Building Strong Futures

About Me Ca. Lic. # 0C50600

About Us

Interested?

33.33% of our lives will be spent in retirement

I work with local Estate Planning ATTORNEYS and CPA's

Subscribe

Contact Me

Request A Consultation

Independent Advisors

Hours