Stephen E. Lahl

Founding Partner

Stephen is a Founding Partner of Vista Advisor Group.

He has worked in the financial planning industry since 2015.  His passion is helping people achieve their financial goals and  seeing the satisfaction he brings to clients as he provides financial guidance. Stephen collaborates with clients to build a better financial life for them and their families through a holistic planning process that is clear, relevant, and actionable. Each solution and strategy is customized to each clients unique objectives.

His career began as a financial associate with Travis Credit Union, working in their financial services department before transitioning to work for Charles Schwab in Walnut Creek. He spent 3 years working as a client relationship specialist and later on as a Financial Consultant Partner, working in their San Ramon office where he assisted in the growth and development of two senior level practices. His background in customer service and working with people has enabled him to connect with clients in a way that is both personal and relatable.

Stephen received his BA in Economics from California State University-Sacramento. He is currently studying to become a Certified Financial Planner and has successfully completed the program in personal financial planning through UC Berkeley. He holds his insurance and notary license from the state of CA.

When Stephen is not working you can find him at the Heather Farms aquatics facility in Walnut Creek swimming laps where he is part of the masters program. He has been swimming since 8th grade and finds the sport to be both relaxing and competitive. He also enjoys playing Ultimate Frisbee with his brother Michael, and watching local sports teams such as the SF Giants, 49ers, and Cal football.  

Phone 925-476-4646