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Our financial advice team


Stephanie Kerns

Stephanie Kerns

CFP®, APMA®

Private Wealth Advisor

WGG Wealth Partners
19
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.

Areas of focus

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

Interests

  • When I am not helping clients create a plan to reach their financial goals, I am full time chauffeur, activities director, and chef to a dancer, a gymnast, and a t-ball player.....in other words MOM. It is my greatest joy spending time with my wonderful husband Marty and our three amazing children Annabelle, Molly, and Jesse.
  • In my spare time I enjoy:
  • Traveling with my family
  • Sewing, painting, and cooking
  • Hot yoga and jogging

Qualifications

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

Education

  • University of Phoenix BS, Business Administration

Previous experience

  • Sales Associate, Winstar Communications, 2000-2001
  • Corporate Sales Manager, Sleep Train, 1995-2000

Community participation

  • Eureka Schools Foundation- Board Member
  • Charity Fall Classic Golf Tournament
  • Toys for Tots Toy Drive
  • Placer Food Bank Can Food Drive