Broker Check
Steven Yamshon,

Steven Yamshon,


Steven Yamshon is financial adviser and principal at BFSG, LLC, a registered investment adviser located in Irvine, CA.  Steve provides business development and management services to Jung Novikoff & Stevens on a part-time basis, but does not provide accounting services to our firm’s clients.  Steve graduated from California State University, Sacramento with a Bachelor of Science Degree in Environmental Resources with honors and has also earned his Certificate in General Forestry from the University of Maryland. Mr. Yamshon studied at the Yale School of Forestry and Environmental Science Forestry for Executives Program in 2009 and 2013. Mr. Yamshon earned his Master’s Degree in Business with a concentration in International Business from the University of Redlands and studied Finance and Economics at The University of London Business School and the Institute of Economics and Political Science at Cambridge University as part of his program. He is also a graduate of the Harvard Business School Owner President Management Program (Class OPM 14, 1987) where he studied general management and received his OPM degree/certificate. Mr. Yamshon is also a graduate of the UCLA Anderson Graduate School of Management Executive Program (Class EP064) where he studied economics, finance, management, and strategy. Mr. Yamshon further studied strategy, economics and finance at the Doctoral level as a Visiting Scholar. Mr. Yamshon earned three Master’s level qualifications from the Said Business School, University of Oxford. The three qualifications are: Diplomas in Financial Strategy, Diploma in Global Business and Diploma in Strategy and Innovation. Mr. Yamshon also graduated from the Said Business School Oxford Advanced Management and Leadership Program with a Certificate in Management Studies. His dissertation was on forestry investments. As a Visiting Scholar, Steve was on the faculty at the UCLA Anderson Graduate School of Management. He now teaches investment finance at UCLA Extension.

Steve is a part-owner of Jung Novikoff & Stevens.  Steve is not an employee of our firm and receives no compensation from us, but he does benefit financially from his part ownership of the firm.

LinkedIn Profile