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Stephanie Robson

Stephanie Robson

Relationship Manager

Stephanie Robson, Relationship Manager and Candidate for CFP® certification, is passionate about helping clients make smart decisions with their hard-earned money.  She began her journey in financial planning by earning her Personal Financial Planning Certificate from the University of California, Irvine. She has completed extensive training in the following areas of financial planning: Investment Planning, Estate Planning, Retirement Savings and Income Planning, Tax Planning, and Risk Management and Insurance Planning.  Her educational background also includes a Bachelor of the Arts degree from Stanford University with a minor in German Language.

Prior to her role in financial planning, she had a successful ten-year career in corporate retail, advancing to Associate Buyer in the Macy’s Corporate office in New York City. This environment developed her skills in financial forecasting and collaboration with key stakeholders. She is excited to translate her education and skills into helping clients achieve their financial goals. 

Stephanie is dedicated to the planning and investment process to help provide clients with clarity and commitment to make decisions for successful outcomes and meeting goals.  She and her husband and three children live in Newport Beach, CA.  As President of the Kaiser Woodland Parent Faculty Organization she supports the education and enrichment of the almost thousand students at Woodland and Kaiser Elementary Schools.  Her hobbies include a love of dance and the performing arts, adventures in the great outdoors, reading, and being the master planner for her family.

A little more about Stephanie…

What is a dream destination you would like to visit?

If I could go anywhere, I would take my family on an Alaskan cruise. The majesty and awe-inspiring beauty of the raw nature there is something I would love to share with my family, especially my children.

What is your favorite lesson you learned growing up?

My Grandma always said, “Don’t put off ‘til tomorrow what you can do today.” This has been such great advice for me. I think of it as giving my future self a gift, which I am always grateful for.

What was your favorite subject at school?

I love math! The problem solving, puzzle nature of the field is my favorite.