Stephanie’s role involves working with individuals and their families to build, execute and monitor the progress of their financial plans and investment strategies to help them achieve their financial goals. Stephanie has experience working in all areas of wealth planning, including retirement planning, estate planning, tax planning, risk management and investment management. In addition, she works closely with clients’ other professional advisors, such as accountants, estate attorneys, and insurance agents, to ensure all aspects of the financial plan work together.
CERTIFIED FINANCIAL PLANNER™, Enrolled Agent
William Paterson University, B.S., Accounting and Financial Planning, magna cum laude
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