Associate Financial Planner
Stefani began her career in the financial services industry in 2013 as an investment operations specialist processing daily operations tasks such as distributions, account maintenance items, and transfers. She quickly transitioned to supervising, overseeing these daily operations and serving as a liaison between advisors and custodians. In July of 2018, Stefani transitioned to client services. She is currently an associate planner, and she loves partnering with clients to implement their financial plan and reach their goals. 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.