Banner Wealth and Investment Services - Stephen Fagas

Meet Stephen Fagas, VP and LPL Financial Advisor

Office: 619-243-7909

Email: stephen.fagas@lpl.com

Address: 1350 Rosecrans St., San Diego, CA  92106

Check the background of investment professionals associated with this site on BrokerCheck® by FINRA.

Personal philosophy

Stephen’s guiding philosophy has always been “do the right thing, and the rest will take care of itself.” This core value mirrors our approach to client service at Banner, making Stephen a great fit for our Wealth and Investment Services team. For more than 25 years, he’s dedicated his career to helping people transition seamlessly into and through retirement. An avid boater, on weekends you’ll find him serving his community as a volunteer with San Diego Lifeguard Services or boating on Mission Bay.

A customized approach

Stephen works closely with his clients in the San Diego area to develop comprehensive, customized financial strategies that will serve them for every stage of life, from investing to estate planning and retirement income distribution.

A qualified advisor

  • Certifications: FINRA Series 7 and 63, registered through LPL Financial
  • California Life/Health Insurance License #OC23892
  • Life and Health Insurance Licenses in numerous states

Areas of focus

  • Portfolio management
  • Retirement planning
  • 401k rollovers
  • Estate planning

Contact Stephen for a no-obligation consultation:

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA| SIPC). Insurance products are offered through LPL or its licensed affiliates. Banner Bank and Banner Wealth and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Banner Wealth and Investment Services, and may also be employees of Banner Bank. 

These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Banner Bank or Banner Wealth and Investment Services. Securities and insurance products offered through LPL or its affiliates are: 

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCY  |  NOT BANK GUARANTEED  |  NOT BANK DEPOSITS OR OBLIGATIONS  |  MAY LOSE VALUE

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

To contact LPL about rights you may possess under the California Consumer Privacy Act, click here.

Banner Bank ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please see the LPL Financial Form CRS and visit LPL Financial for more detailed information.