Client Service Associate
Stephanie has been in the financial services industry since 2013 and is particularly passionate about working with both 401(k) plan participants and plan sponsors. She currently works as a Client Service Associate and serves as the primary contacts for clients and plan sponsors to assist with day-to-day plan administrative support and is an integral part of RBG’s investment fiduciary process. She is responsible for generating individual and plan analysis reports and preparing materials for educational campaign. She currently holds her Series 7 and Series 66 licenses, and California Life, Accident and Health License.
CA Insurance Lic. #0K03264
In her free time, Stephanie enjoys spending time with her family and discovering new restaurants and foods.
- Stephanie attended University of California, San Diego and earned her bachelor’s degree in Economics with a minor in Business.