PLANABLE WEALTH - Key Persons
Job Titles:
- Client Relationship Manager
Stephanie began her career pursuits in the health and education industries and has built a strong background in research. She is the backbone of Planable Wealth, a true specialist in information gathering and organization. Her career transition to the world of finance includes obtaining her license as an insurance agent in the state of California, and she is currently pursuing her securities licenses to further increase the service level of the firm.