Schedule an appointment with Stephanie
Stephanie rejoins the Chichester Financail Group LLC team in her new role as Associate Financial Planner. She has over ten years of experience in the financial services industry and, in 2022, became a CERTIFIED FINANCIAL PLANNER™ professional. Stephanie recognizes that careful and comprehensive financial planning, education, and implementation allow her to care for clients and their loved ones for generations to come.
Her career started with Chichester Financial Group LLC and transitioned into the corporate trustee sector, where she quickly learned and appreciated the importance of estate planning within a client’s financial plan.
Stephanie is a first-generation graduate who obtained her B.S. in Finance with a focus on Financial Planning from Southern New Hampshire University (Summa Cum Laude). She is fluent in both Spanish and English.
Stephanie lives in Phoenix, Arizona, with her husband, son, and Australian Cattle Dog, Brody. Outside of work, Stephanie cherishes time with her family, and hiking the fabulous Arizona trails (when it’s not too hot!).