Steven Lockshin on The Sustainable Edge

“Ron Carson once again delivers valuable insights to his readers. However, the lessons shared in The Sustainable Edge may be the most valuable yet. Living a balanced life is simply said and difficult to achieve. Ron Caron and Scott Ford simplify this goal and provide tools you can use to lead a meaningful life.”

— Steven D. Lockshin Principal, Adviceperiod

About ­Steven D. Lockshin

Steve Lockshin is a Founder and Principal of AdvicePeriod and Chairman of Convergent Wealth Advisors. In 1994 Steve helped pioneer the independent advisory industry when he founded what eventually became Convergent Wealth Advisors. Under Steve’s leadership Convergent became one of the nation’s leading wealth management firms, providing investors with objective advice, flexible investment solutions, and complete transparency. Lockshin served as CEO until 2012, when he became Chairman.

Steve is widely known for his contemporary approach to wealth advisory as well as his estate-planning knowledge and is a frequent speaker on both topics. He recently
memorialized his concerns about conflicts of interest in the industry in his guide for consumers, Get Wise to Your Advisor (John Wiley & Sons: 2013).

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    Anna McGrathSteven Lockshin on The Sustainable Edge