Steve Coker, CFP®
BS Accounting, Pepperdine University
MBA, Anderson Graduate School of Management, UCLA
Steve founded Cedarstone Advisors in 2014 after more than two decades in the finance and accounting industry. Steve set out to build a firm centered on the client because he realized that good financial decisions begin with understanding a client’s entire story. He began his career as a Certified Public Accountant with Deloitte in Los Angeles and later spent several years in corporate finance. In 2005 Steve became the Trust Officer for Pepperdine University, managing approximately $70MM in trust assets and teaching finance and accounting as an adjunct professor. He went to work at Manchester Financial in 2007 as an investment advisor before founding Cedarstone Advisors.
BA Economics, UCLA
Carole began her career in accounting in both the tax and audit departments of Deloitte and Touche in Los Angeles, becoming a Certified Public Accountant. After working several years as a CPA in public accounting, she served as the Finance Director at Lake Arrowhead Community Services District. As Finance Director she was responsible for managing approximately $30MM in cash and investments and annual revenues of approximately $18MM. Over the years, Carole has enjoyed teaching classes, leading workshops, and coaching individuals in personal finance. She is excited to be working as a financial planner with the Cedarstone team.
Cal Poly Pomona
Walter Graduated From Cal Poly Pomona with a BS in Finance and a Minor in Marketing and was enrolled in the Kellogg Honors College. His course work would focus on corporate finance theory, financial institutions, and investment analysis. After graduating, Walter would go onto work in operations and gain valuable experience including becoming a Six Sigma White Belt. He is excited to be joining the Cedarstone team and looks forward to servicing our clients.
We begin every new client meeting with a discussion of what you're trying to accomplish. That's because you can't build a financial roadmap, or a portfolio for that matter, without knowing where you're trying to go.
At the center of all of our decisions regarding your assets is the plan. Can you retire? Let's check the plan. Should you be riskier in your portfolio? Let's see what that does to the plan. The plan gives us a customized roadmap for achieving your goals.
We're not stock pickers or fortune tellers. We're value investors. We invest for the long run, and we do so by hunting for healthy fundamentals. We invest with an eye towards efficiency and an awareness of your tolerance for risk.
We're here for you. Always. Whenever something changes in your life, we'll be there to walk you through it—reviewing your goals, updating the plan, and making sure your portfolio remains in line with your current situation.