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Stephen M
Series 63, Series 66
San Francisco, CA
Independent Financial Partners
Stephen Meuris is a financial advisor with Independent Financial Partners in San Francisco, CA, holding Series 63 and Series 66 credentials and 22 years of industry experience. He previously worked at LPL Financial, LLC for 10 years before joining Independent Financial Partners in 2022. He also operates Rockwood Wealth Management, providing financial planning and investment management services. Independent Financial Partners delivers investment advisory, financial planning, trust, and retirement-plan services through a network of independent advisers across the U.S. The firm is noted for its formal retirement-plan advisory and pension consulting capabilities, including ERISA 3(21) and 3(38) services, and offers flexible investment management options with centralized oversight.
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