Broker Check

Meet Our Principals

Because You Need Objective Advice

John DeLuca and Ethan A. Stein founded 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.

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