I am excited to announce that Stephanie (Trevino) Bawolek, CFP®, rejoined the Chichester Financial Group LLC team this month as an Associate Financial Planner!
Stephanie started her career in financial services with us in 2013 and found a passion caring for clients and their loved ones. She became a first-generation graduate by earning her B.S. in Finance with a focus on Financial Planning from Southern New Hampshire University, graduating Summa Cum Laude!
Stephanie continued to gain experience and diligently work with clients while studying to become a CERTIFIED FINANCIAL PLANNER™ professional in 2021.
Stephanie returns to our firm with a new breadth of knowledge! She gained an appreciation for the importance of estate planning while working for a trust company, and how to work with a wide range of clients, including entertainers and creatives, at a boutique financial advisory firm based in New York City.
She knows that a carefully created, comprehensive financial plan is just the first step. She is here to help implement, adjust, and revise the plan when needed!
Stephanie’s contact information is as follows:
Stephanie Bawolek CFP®
Associate Financial Planner
480-709-1747
Stephanie@chichesterfinancial.com
When you next speak to her, please congratulate her as she is expecting her first child with her husband, Eddie!
We are excited to continue to grow as a team to better meet your needs and exceed your expectations!