Stefani has over a decade of experience in the financial services industry, all with Mercer Advisors. She previously served as an investment operations supervisor, where she served as a liaison between advisors and custodians. Ultimately, her desire to work with clients directly led to her transition to client services. Stefani is a Wealth Advisor who’s passionate about assisting clients work towards financial independence. She graduated from the University of California, Santa Barbara where she received a Bachelor’s degree in Psychology. Stefani is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA Series 65 license. Stefani lives in Santa Barbara with her husband and two children. She enjoys traveling, the outdoors, and bringing joy to family and friends through her passion for cooking.