Stephen Koh

Meet Stephen Koh, our Agency Supervisory Officer! Stephen has been with our company for an impressive 19 years and supports our compliance team from the Pleasanton office. Originally from Hayward, California, he traveled overseas to Wolverhampton University in the United Kingdom, earning a bachelor's degree in mechanical engineering. He later returned home to continue his education and earned a master’s degree in management from Sonoma State University. Among his accolades is a CLF designation making him a Chartered Leadership Fellow, an honor bestowed by The American College of Financial Services. Born with music in his soul, Stephen enjoys watching others perform at classical and jazz concerts as much as playing instruments himself. In fact, he is both a conductor and composer in his spare time and plays several instruments including piano, guitar, violin and harmonica. Outside of music, Stephen loves attending ballgames and getting active on the tennis or pickleball court. His love for travel has led him to galleries, cathedrals, and museums around the world. He also had a Jack Russell dog named Snoop.

Stephen joined Golden Summit Wealth because he has a passion for “helping people achieve financial stability and make sound financial decisions.”