Our Team

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STEPHEN TING

PRESIDENT AND FOUNDER

Stephen has been in financial and retirement planning for over 20 years, and throughout his journey has witnessed the ever growing need for prudent and sound planning. The times and tides have changed, and delivering real time, effective solutions in todays economy has now become his driving force.

Stephen is an advocate of taking a methodical and holistic approach to financial and retirement planning. He has conducted many public events on the topic of wealth preservation, generating reliable retirement income, and efficiently creating a legacy.

Stephen is an Investment Advisor Representative with investment advisory services provided by Gradient Advisors, LLC, an SEC Registered Investment Advisor.

In his downtime, he enjoys spending time with family and friends, playing sports, and is active in helping with community youth development.

Strategic Alliances

MICHAEL BINGER, CFA

President of Gradient Investments, LLC

Keith Gangl, CFA

Portfolio Manager of Gradient Investments, LLC

Tyler Ellegard, CFA

Portfolio Manager of Gradient Investments, LLC

*This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisorโ€™s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC. Endorsing investment advisor is also a client of Gradient Investments, LLC.