As a Registered Representative and Life/Health Agent, Stephen regularly meets with clients to discuss their investments and process market instructions that help them meet their financial goals. After obtaining his Bachelor’s Degree from Cal Poly in 2006, he acquired the various licenses needed to be a planner. In 2010 he began his own practice, Hiltscher Financial Services, within Blakeslee & Blakeslee.
Stephen knows that each client he works with has a unique story to tell, and he enjoys getting to know people and their families. His favorite part of the job is when a well-thought-out plan finally comes to fruition. He believes that seeing a client work hard, save diligently, and realize their goals makes the work rewarding. Stephen lives in Templeton with his wife Jessica and son Luca.
Series 7 – General Securities Representative
Series 63 – Uniform Securities State Law
Series 65 – Uniform Investment Adviser Law
California Department of Insurance:
Accident and Health