America's leader in financial planning*Stephanie Kinnunen
 | CFP®, CRPC® Financial Advisor |
(972) 244-5818
6860 N Dallas Pkwy
Ste 500
Plano, TX 75024
Already a client?
My Philosophy
As a financial advisor focusing on working with business owners, I can give you the extra confidence that comes from a partnership with someone who understands your financial goals, needs and dreams. You'll feel comfortable knowing that my primary focus is on creating a one-to-one relationship that provides tailored financial solutions specific to your needs.
Backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, our advisors have the resources to support all of your financial needs throughout your life.
License information
I am licensed and registered to conduct business in TX.
Based on licenses and registrations I hold, I may also conduct certain business in OK, KY, LA, NM, OH, CA
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
- Retirement Planning Strategies
- Small Business
- Protection and Insurance
- Estate Planning Strategies
- General Financial Planning