Steve Lockshin
Co-founder and chairSteve Lockshin, an entrepreneur and financial advisor, is a principal of AdvicePeriod and a co-founder of
Prior to co-founding AdvicePeriod, he was chairman of Convergent Wealth Advisors, a company he founded in 1994. Lockshin is widely known for his contemporary approach to wealth advisory as well as his estate-planning knowledge and is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest in the industry in his guide for consumers, "Get Wise to Your Advisor."
