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Stephen L. Murdock, Cfp Cmfc Aif
Certified Financial Planner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Cetera Financial Group</span>
Certified Financial Planner with expertise in retirement planning and wealth management.
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Location
Whittier, California, United States, US
Skills
- Retirement
- Wealth Management
- Investments
- Investment Advisory
- Retirement Planning
- Show all
Bio
Generated by
Topline AI
Stephen L. Murdock is a seasoned Certified Financial Planner with 45 years of experience in retirement planning, wealth management, and investments. He has worked with Cetera Advisor Networks LLC and Travelers, specializing in 403b educator retirement planning and financial advisory services. Murdock holds a Bachelor of Science in Business with a focus on finance and investments from California State University-Long Beach.
Credentials
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Accredited Investment Fiduciary AIF
fi360Sep, 2016- May, 2026 -
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardJun, 1981- May, 2026 -
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardMay, 1981- May, 2026 -
Accredited Investment Fiduciary
Fi360 (now Broadridge)
Experience
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Certified Financial Planner
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Cetera Advisor Networks LLC
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Whittier, California
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Certified Financial Planner
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Jun 1979 - Present
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Whittier, California
Retirement Income PlanningCalifornia Insurance License # 0468896Investment AdvisorySecurities and Advisory Services offered through registered representatives of Cetera Advisor Networks LLC, (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Cetera is under separate o...
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Travelers
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San Gabrial Valley
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Educators Retirement Specialist
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Apr 1974 - Apr 1980
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San Gabrial Valley
Specialize in 403b Educator Retirement Planning, contributions, rollovers and payouts. Advise on STRS and PERS Options
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Education
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1970 - 1974California State University-Long Beach - College of Business
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1970 - 1974
California State University-Long Beach
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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