Stephen Mok
Advisor

sm@linrip.com
Office Phone: (860) 761-9790
Fax: (860) 761-9791

Firm Expertise

Stephen joined Lindberg & Ripple in April of 2015. As an Advisor on the Wealth Transfer Team, Stephen:

  • Helps advisors identify and test inefficiencies in their clients’ life insurance portfolios
  • Designs sophisticated life insurance transactions meant to be aligned with client goals and sustainable beyond the target time frame
  • Advises transitioning executives on how to make optimal use of their company paid life insurance

Related Experience

  • Named Rookie and Sophomore of the Year at Prudential Financial
  • Currently studying for his Certified Financial Planner (CFP) designation
  • Founded the Connecticut Financial Advisory Council
  • Member of the Board of Directors for the Financial Planning Association of Connecticut Valley
  • Member of the Board of Directors for Real Art Ways
  • Member of the Professional Advisory Committee of the Hartford Foundation for Public Giving

Personal Interests

Stephen is a UCONN alumni who loves food, travel, photography, and basketball.