斯蒂芬妮•安德森, CFA, CFP®, CDFA®,

斯蒂芬妮•安德森, CFA, CFP®, CDFA®, is a manager of 离婚财务规划 和 财富管理 葡京会手机app下载议员 & 老葡京手机app.  She has more than 30 years of experience in the investment management 和 strategy 咨询 industries.  Stephanie joined 老葡京手机app because she is passionate about helping clients make smart financial decisions 和 confidently navigate all of life’s transitions to achieve their life goals.  在追求 财务规划 和 财富管理 as a career, Stephanie trained to become a classical flutist.  From elementary school, she played in a chamber group as well as an orchestra.  Those early collaborative musical experiences shaped the way that Stephanie thinks about 财务规划 和 财富管理.  总而言之, the most dynamic outcomes are achieved when a group of highly trained professionals work together collaboratively as a team in service to the needs 和 goals of the client.

Stephanie has considerable experience working with individuals, 夫妻, 和 families to manage their finances in a comprehensive, holistic manner throughout their lives—from marriage, 组建家庭, 税务规划, 为退休做准备, 和 estate advisory/legacy planning.  She recently exp和ed her focus to assist individuals who are contemplating or engaged in a divorce.  In order to give divorcing families a range of options, Stephanie has completed training in both interdisciplinary collaborative divorce 和 divorce mediation.  她还获得了 Certified Divorce Financial Analyst® designation.

In addition to her expertise in 财务规划 for families, Stephanie has worked extensively with institutional clients (especially endowments 和 foundations) 和 their boards 和 investment committees to develop investment policy statements that guide the management 和 oversight of their portfolios.  进一步, she has honed her analytical 和 creative problem-solving skills during numerous engagements as a strategy consultant.

Stephanie, a native Washingtonian, enjoys Pilates, ping pong, tennis 和 biking in her free time.  She loves pizza 和 is always game for taco night.  Most Saturdays during the winter, she can be found sitting around the bonfire with family 和 friends.  Whenever possible throughout the year, Stephanie 和 her husb和 relish spending time at the beach.