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Meriwest Wealth Advisors, LLC. - San Jose, CA

5615 Chesbro Avenue
San Jose, CA 95123

Call Us: 408-363-3300

Stephen Barta

Stephen Barta

Client Service Assistant

Stephen is a dedicated member of our back office support team. He strives to provide effective and responsive support for our diverse members that make up the MWA clientele. After graduating with a Bachelor's in Business Administration from the San Jose State University, he immediately began working to help the underserved through programs such as the IRS Volunteer Income Tax Assistance Program. Stephen brings his strong work ethic and experience from his previous positions at other credit unions and banks throughout the Bay Area, coupled with a 'Can-Do' attitude here to help our members achieve their financial goals. 

Stephen was born and raised in San Jose. He grew up cheering for the San Francisco Giants and San Jose Sharks teams where he had the pleasure of working for before he attended college. In his spare time, Stephen enjoys reading and writing literature.