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Stephen Wiechert, CFP®
Managing Director, Wealth Management
Stephen Wiechert is responsible for developing and managing client relationships and offering a broad array of investment services to meet the needs of high-net-worth families and small businesses. As a wealth advisor, Stephen becomes intimately acquainted with the specific objectives and needs of his clients to deliver proven financial planning solutions to assist in meeting these goals.
Stephen has over 11 years of professional experience in the investment field. Prior to joining FirstSun Advisors (formerly First Foundation Advisors), he helped manage a team of real estate investment trust professionals for Steadfast Capital Markets. Additionally, he previously served on the Orange County United Way Emerging Leaders Committee.
Stephen is also a Certified Financial Planner (CFP®) and earned his Bachelor of Science in Economics from the University of Oregon. He also holds a Master of Business Administration in Financial Planning from California Lutheran University.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if FirstSun Advisors is engaged, or continues to be engaged, to provide investment advisory services.
Investment advisory services are offered through First Foundation Advisors, an SEC-registered investment adviser. FirstSun Advisors is a tradename used by First Foundation Advisors as it works to integrate names following its merger into the FirstSun Capital Bancorp family of brands. Registration with the SEC does not imply a certain level of skill or training. Investments and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested. FirstSun Advisors is a wholly owned subsidiary of FirstSun Capital Bancorp.