About Stephan
I help my clients feel confident they are on track for their goals while living a happy, balanced life. We focus on their overall wealth, which we define as not just their money but their time & energy. We help people who work in the medical field balance the stress of their career with finding wa...
Areas of focus
Credentials & background
Designations
CFP
Licenses
Series 63Series 7TOSIESeries 6
Education
M.A. Lewis & Clark College (2010); BA Political Science Hamilton College (2006)
Clients served
DoctorsHealthcare WorkersNursesInheritors
Registered in
California, Oregon, Wisconsin
Regulatory
The firm
TriHelix Wealth Collective, LLC