SOURCE: Lovell Wealth Legacy

Lovell Wealth Legacy

March 13, 2015 07:00 ET

Financial Expert Stephen F. Lovell Opens Complementary Business, Silicon Valley Tax

SAN FRANCISCO, CA--(Marketwired - Mar 13, 2015) - Nationally recognized financial expert Stephen F. Lovell has announced the recent opening of a new tax-reporting firm, Silicon Valley Tax, which will complement services provided at his existing business, Lovell Wealth Legacy, www.lovellwealthlegacy.com.

Lovell says he opened Silicon Valley Tax to be distinct from his well-established money management firm, in part, to signify to clients that the services the two firms offer are very different.

"Many clients -- business owners, high-net-worth individuals and other hard-working Americans -- are often under the mistaken impression that accountants and financial planners serve the same essential function, but that's not the case," says Lovell, who has been helping his clients achieve the good life for decades.

"It's true that accountants and financial planners offer complementary roles in protecting and extending wealth. It's important that one hand knows what the other is doing, but both fields require extensive education and experience on the part of industry professionals that are distinct."

Lovell is a passionate believer in the American dream and wants to enable all his clients to participate in it. He regularly offers listeners advice on how to do that on his KDOW radio show, "The Good Life Made Better." On the program he discusses how to make money, save money and spend money wisely.

About Stephen F. Lovell, MBA, ChFC®, CLU®, CFP®
 CFS, BCM, CRPC®, AEP®, RHU®, AIF®

Stephen F. Lovell is a thoroughly credentialed, nationally recognized retirement expert. Since 1990, he has attained many licenses and credentials in the areas of insurance, securities, real estate, commodities, and as a registered principle in order to offer his clients a comprehensive perspective on their wealth. He is president of Lovell Wealth Legacy and a branch manager at LPL Financial. Lovell has earned numerous professional honors. Since walking with his mother as a child for the March of Dimes in San Francisco, he has been active in both local and national charities, and is especially proud of being a Charter Member of the World Trade Center Memorial. More recently, Lovell has taken to the airwaves as a radio host at KDOW, where he hosts a weekly show about pursuing financial success and enjoying the fruits of that independence. 

Stephen F. Lovell is a registered representative with and securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

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