Vice President, Financial Life Planning
Stephanie works with clients on their overall financial planning strategies and holds the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation. She particularly enjoys teaching her clients how to organize their financial lives to achieve their long-term financial goals. Stephanie knows that clients often come to financial advisors when they have concerns. She finds it very gratifying to be a fiduciary, working with her clients to provide the best possible solutions and to ease their stress.
Stephanie is also a Certified Divorce Financial Analyst (CDFA™), who provides her clients with an analysis of the financial issues of divorce – both short-term and long-term, so they can fully understand the impact of the settlement decisions they make.
Prior to joining AEPG, Stephanie was a Financial Planner at Lenox Advisors in New York, serving high net worth clients. In addition, Stephanie was a Senior Vice President at Candor Wealth Advisors, a wealth advisory firm located in New Jersey.
Before coming to the U.S. in 2008, Stephanie taught economics at some of the most prestigious schools in the UK. She holds a Bachelors of Science degree in Economics from the University of London and Masters of Science degree from the London School of Economics. Stephanie also earned a post-graduate teaching certification. Stephanie loves teaching and she is a yoga and fitness instructor.
Direct Line: 908.821.9763