Stephen Michael Gilbreth

Portfolio Manager-Equities at

Tempus Wealth Planning LLC

Finance

Consumer Services

Profile

Mr. Stephen M.
Gilbreth Jr. is a Managing Director & Financial Advisor at Tempus Wealth Planning LLC.
He is responsible for client service and new client development.
Steve has specific expertise in the financial planning areas of retirement analysis and investment management and has spent over 17 years in facilitating growth and asset protection strategies for high net worth individuals, families and businesses.
Mr. Gilbreth was employed as an Associate Vice President & Financial Advisor by Ameriprise Financial Services, Inc. and a Vice President by UBS Financial Services, Inc. He attended the University of Southern California, graduating in 1992 with Bachelor of Arts in English.

Stephen Michael Gilbreth active positions

Companies	Position	Start
Tempus Wealth Planning LLC Tempus Wealth Planning LLC Investment ManagersFinance Tempus creates a portfolio that consists of individual stocks, bonds, exchange traded funds (ETFs), and mutual funds. The client’s individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Portfolios is designed to meet a particular investment goal, determined to be suitable to the client’s circumstances.	Portfolio Manager-Equities	2016-10-31

All active positions of Stephen Michael Gilbreth

Former positions of Stephen Michael Gilbreth

Companies	Position	End
Ameriprise Financial Services LLC Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2016-10-31
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	2009-02-28

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Private companies	4
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
Ameriprise Financial Services LLC Ameriprise Financial Services LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Southern California University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Tempus Wealth Planning LLC Tempus Wealth Planning LLC Investment ManagersFinance Tempus creates a portfolio that consists of individual stocks, bonds, exchange traded funds (ETFs), and mutual funds. The client’s individual investment strategy is tailored to their specific needs and may include some or all the previously mentioned securities. Portfolios is designed to meet a particular investment goal, determined to be suitable to the client’s circumstances.	Finance