Steve Lockshin in

Steve Lockshin

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Founder at Vanilla
📍 Los Cabos, Baja California Sur, Mexico

Steve Lockshin is a serial entrepreneur modernizing the wealth management industry. As the founder of Vanilla and AdvicePeriod, he focuses on leveraging technology for effective estate and investment planning for the ultra-affluent. He is a champion for the fiduciary standard and transparency, and holds a Bachelor of Science from the University of Maryland.

Outside of his entrepreneurial ventures, Steve is an enthusiastic lacrosse fan and supports Harlem Lacrosse, an organization that aids underprivileged youth. He is a member of the Young Presidents Organization and the Chief Executives Organization. He is also an accomplished pilot, having progressed from a private license to piloting corporate jets.

He has been repeatedly recognized by Barrons as a top financial advisor, including being ranked #1 nationally and #1 in California.

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Experience
11 Years
Current Role
Founder
Job Level
Leadership
Location
Los Cabos, Baja California Sur, Mexico
Personality Overview

How Steve shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Steve cares about

Modernizing Estate Planning
Founder of Vanilla, a platform designed to simplify and automate estate planning for advisors. He frequently speaks on making this complex field more accessible and efficient through technology.
Fiduciary Standards
He is a vocal champion for the fiduciary standard and consumer education, writing the book "Get Wise to Your Advisor" to address conflicts of interest in the financial industry.
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Career

Work history

4-2019
Founder
Vanilla
2-2014
Founder
AdvicePeriod
1-2020
Board Member
PATHWATER
7-2017
Member
Chief Executives Organization
Member
Young Presidents' Organization
In the press

Media appearances

Steve Lockshin, AdvicePeriod & Vanilla - The Fintech Series. Featured in The Fintech Series (Spotify)
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Setting the Standard with Steve Lockshin. Featured in Just Vanilla Blog
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Education
1985 - 1988
Bachelor of Science (BS)
University of Maryland
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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