Stewardship Wealth Management Solutions

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Boulos Michael, Private Wealth Advisor serving the Huntington Beach, CA area - Ameriprise Advisors

Boulos Michael

CRPC®, AAMS®

Private Wealth Advisor

Franchise Owner
Visit Boulos Michael's website

Team

Magaly Garcia

Magaly Garcia

Paraplanner

Qualifications

  • B.S. Economics UCI

Roles & Responsibilities

  • Answer client requests for trades, money movement and account service.
  • Provide client relationship support through managing, gathering and analyzing client data.
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