Skip to main content

Our financial advice team


Stephanie Kerns, Private Wealth Advisor serving the Roseville, CA area - Ameriprise Advisors

Stephanie Kerns

CFP®, APMA

Private Wealth Advisor

WGG Wealth Partners
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Domestic Partner Planning

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, Series 66

Education

  • University of Phoenix BS, Business Administration

Awards & recognition

  • Five Star Wealth Manager, 2023-2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive