Stephen M. LaFata

Stephen M. LaFata CEPA® ®, CPWA® is a Private Wealth Advisor at UBS in La Jolla, CA. He specializes in holistic exit planning advice for founders, families, and entrepreneurs in the years before, during, and after a business exit. Prior to this role, Stephen was the Chief Operations and Chief Compliance Officer of Alethea Capital Management, LLC. He brings a wealth of experience working with founders, executives, and family offices to simplify their financial lives so they can focus on the people and causes they care about most. Stephen received his M.B.A. from the Wharton School at the University of Pennsylvania, graduating with honors. He holds a bachelor of science degree in economics and a bachelor of arts degree in mathematics from Duke University (from which he graduated magna cum laude). Stephen is married with two daughters and is an active member in the San Diego theatre community.