About DSA

Because You Need Objective Advice

“Our focus is to create a custom plan and guide you along the path to financial success by providing you with objective advice, listening to you and communicating opportunities, and recommending innovative strategies as your circumstances change.”

–John DeLuca, Principal

John DeLuca and Ethan A. Stein founded DeLuca, Stein & Associates (DSA) in 1983, and have since become notable experts in the financial services industry. John and Ethan both received bachelor’s degrees in financial management and investments from California State University, Northridge, and have earned CERTIFIED FINANCIAL PLANNER™ designations.

They have been sought after by local and national corporations as guest lecturers and seminar hosts. Primarily working with human resource and retiree relations managers, John and Ethan are most proud of the referrals from longtime clients.

As you continue on your life’s journey, John and Ethan will work with you to tailor a plan focused on your unique needs and help ensure that your short - and long-term goals remain on track.

“Financial planning is much more than investments: it is about understanding what makes each person different. Only then can we give objective advice that our clients and friends have benefited from year after year.”

– Ethan A. Stein, Principal

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