Steve Lockshin is an entrepreneur and financial adviser. He is a Principal of AdvicePeriod and a co-founder of estate planning software firm Vanilla. Steve founded Vanilla with the mission of empowering advisors to deliver more impactful, client-centric estate planning advice. By providing intuitive tools to create, manage and visualize estate plans, Vanilla enables advisers to better demonstrate their value and forge deeper relationships with clients.
Prior to co-founding AdvicePeriod, Steve was Chairman of Convergent Wealth Advisors, a company he founded in 1994.
Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Lydian Wealth Management was acquired by City National Bank (NYSE:CYN) in 2007.
Email: press@justvanilla.com | Website: www.justvanilla.com | X (Twitter): @getvanilla
LinkedIn: www.linkedin.com/in/stevelockshin and www.linkedin.com/company/justvanilla
