STEPHEN BLUNT, AAMS®, CFP®, RICP, CPFA
Registered Principal, Raymond James Financial Services
Stephen Started his Financial Services Career at Edward Jones in 2007, overseeing the office in La Mirada. While at Edward Jones, in addition to becoming a Licensed Financial Advisor, he obtained his AAMS® (Accredited Asset Management Specialist) Designation. In 2013 Stephen Joined the Independent Channel of Raymond James and grew his practice. This success lead to opening a new location in Anaheim. In 2016 Stephen obtained his CFP® (CERTIFIED FINANCIAL PLANNER™) Designation and became the branch manager of the Anaheim office in 2017. Stephen added to his education in 2019 by also obtaining designations as a RICP (Retirement Income Certified Professional) and CPFA (Certified Plan Fiduciary Advisor).
Before entering the financial services industry, Stephen worked in the engineering field. He holds a bachelor’s degree in Mechanical Engineering. Stephen often says ”Being a Financial Advisor is similar to being an engineer – People come to you with problems and you solve them using a lot of numbers.”
Stephen was born and raised in Australia and is the father of 3 daughters. His wife, Nancy, was born and raised in Costa Rica and has a daughter and together they have spent much time remodeling their home, visiting the local wine regions, and raising their children.