Stephanie Griebel (CFP®)
Stephanie Griebel focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
Planning Specialties
Stephanie’s greatest joy in life comes from connecting with people and that shines through in her work as a financial advisor. With nearly 20 years of financial industry experience, she brings strong institutional and personal wealth management skills to her financial planning advice.
Stephanie is a Certified Financial PlannerTM practitioner. Over the last 9 years, she has had the unique opportunity to help build two successful financial advisory firms (KPF Global Investment Strategies and Artemis Financial Advisors) and as such, enjoys wearing many hats. She attended Northeastern University for her undergrad and got her start on the foreign exchange trading desk with State Street Bank. She also held positions at State Street Advisors and Wellington Management before transitioning to the personal side of finance.
Education:
- Northeastern University (BS Business Administration, Finance & Int’l Business)
- Boston University, Certificate in Financial Planning
Registrations/Memberships/Certifications:
- NAPFA-Registered Financial Advisor, National Association of Personal Financial Advisors
- Member of the Financial Planning Association (FPA)
- Certificate of Professional Photography (Boston University CDIA)
Additional Information
Stephanie is a trained MoneyHarmony coach and when needed, employs techniques to help clients tune-in to the more touchy-feely aspects of their relationship with money. She assisted with the creation of Wealth of Wisdom (WOW), a non-profit organization designed to educate and empower individuals to live their best financial life, and she continues to spread the mission of WOW. You can learn more about WOW at www.wealthofwisdom.org.
Stephanie is the loving mother of two young, boisterous boys and wife to Ian. In her free time, you’ll find her on a yoga mat, out in the garden, behind a camera, or experimenting in the kitchen.
NAPFA Start Date
April 14, 2017
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