Role and Company
Expertise
11 years experience in financial services
Location
Red Bank, NJ
About Stephanie
Biography-
Your financial success is my foremost priority. I understand that one of the biggest challanges for an individual, family, or business is creating a financial strategy to reach their financial goals through every step of their financial life cycle. I work with my clients to help develop a robust wealth management strategy, focusing on in-depth financial solutions and a relationship built on trust.
Graduating Summa Cum Laude from the Laboratory Institute of Merchandising, I received a Bachelors of Marketing. My various financial certifications include the Series 7, 66, 31, Life and Health Licenses, as well an Alternative Investment Certification. I am also a CHARTERED RETIREMENT PLANNING COUNSELOR SM, Certified in Long Term Care, and a CERTIFIED FINANCIAL PLANNER tm*. As a small percentage of the financial advisor population, my CFP(r) designation enables me to focus on key areas of financial planning with a crucial ethical emphasis to best serve my clients.
I believe in working closely with my clients to structure a personal, tailored strategy to manage not only their assets but also their liabilities. This is a dynamic process that is structured to help maximize return and minimize risk.
Priding myself on explaining the advantages and disadvantages of investments I recommend, I am equally as candid in regards to the risks associated and any fees involved. Viewing my clients as family, I am rewarded by the friendships that develop. I am also deeply passionate about helping others throughout my personal and professional life.
My practice is strategically focused on working with families in planning and servicing their multi-generational wealth needs.
A successful relationship positions the client at the top-providing them with total control over all aspects of their wealth pyramid. I achieve this following strict internal controls regarding risk management, transparency, communication, and absolute confidentiality.
I follow a clear set of goals geared towards preserving wealth, followed by extensive wealth building strategies. Careful consideration of efficient tax planning strategies for each Family's situation and close attention to detail foster strong cooperation with their existing advisors.
My approach, accessing some the nation's most experienced group of innovative and entrepreneurial wealth and financial advisors, provides my clients with highly customized investment advisory services.