Guo Wei Liu
Investment adviser representative at Stone Steps Financial, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$146.6MFirm assets
Are you Guo Wei Liu? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Stone Steps Financial, LLCFeb 2022 to now
- UnemployedMay 2021 to Jan 2022
- Cornerstone Ondemand, Inc.Feb 2011 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stone Steps Financial, LLC
$146.6MAssets managed
138Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7558840
- Firm CRD
- 175289