Steve Jurman is a financial advisor at SimplyRich with eight years of industry experience. He holds a Series 65 designation and has been self-employed since 2013. SimplyRich provides financial planning and discretionary investment management to individual and high-net-worth clients, typically requiring a minimum account size of $800,000. The firm uses a diversified investment approach based on modern portfolio theory, offering customized asset allocations and managing clients’ accounts on a discretionary basis.

Lester Antman is a financial advisor with SimplyRich in Carlsbad, CA, holding a Series 65 designation and 24 years of industry experience. He has worked at SimplyRich since 2001 and also maintains a longstanding affiliation with Andrew Tobias since 1994. SimplyRich provides financial planning and discretionary investment management services to individual and high-net-worth clients, using a portfolio approach grounded in modern portfolio theory and customized asset allocations. The firm emphasizes broad diversification and typically pursues a long-term investment orientation while managing accounts on a discretionary basis.