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Our financial advice team


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

Stephanie Kerns

CFP®, CDFA®, APMA

Private Wealth Advisor

WGG Wealth Partners

An Ameriprise Private Wealth Advisor

23
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™
  • CDFA® Certified Divorce Financial Analyst
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, Series 66

Education

  • University of Phoenix BS, Business Administration

Awards & recognition

  • Forbes Best-in-State Women Wealth Advisors, 2025
  • Five Star Wealth Manager, 2023-2025

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

Honored to be recognized in Forbes

I’m thrilled to share that I’ve been included on the 2025 Forbes Best-in-State Women Wealth Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with the goals that are important to them. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.