Stephanie has more than 10 years of investment and financial experience in the financial services industry. Prior to joining Pillar Pacific in 2020, she was a security analyst at Fisher Investments, portfolio manager at an LPL Financial Advisory Group and Group Manager at Evaluserve Business Consulting in Shanghai, China. Stephanie joined Wealth Enhancement Group in 2021 through the merger with Pillar Pacific Capital Management.
- MBA, Santa Clara University
- MS – Computer Engineering, Santa Clara University
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™ Professional
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