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.
PAUL JUN
CERTIFIED FINANCIAL FIDUCIARY
Paul is a Certified Financial Fiduciary with more than 25 years of licensed insurance experience. Known for a
client-first approach and strong commitment to ethical standards, Paul specializes in retirement planning, income strategies and risk management solutions. These methods are designed to help individuals and families protect and grow their wealth with confidence.
When not working with clients, Paul enjoys reading, listening to a wide array of podcasts, bowling, fitness and discovering new places to visit.
Strategic Alliances
MICHAEL BINGER, CFA
PRESIDENT OF GRADIENT INVESTMENTS, LLC
KEITH GANGL, CFA
SENIOR PORTFOLIO MANAGER OF GRADIENT INVESTMENTS, LLC
TYLER ELLEGARD, CFA
SENIOR PORTFOLIO MANAGER OF GRADIENT INVESTMENTS, LLC
Tyler Ellegard, is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio construction, equity research, and investment strategy across a range of disciplined, risk-managed portfolios. In this role, Tyler works closely with financial advisors to provide market updates, investment insights, and asset allocation guidance to help support portfolio decisions for their clients.
*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 advisor’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.