Stephanie Anderson is the Financial Planning Manager, at Councilor Wealth. With more than 30 years of experience in investment management and strategy consulting, she is passionate about helping clients make smart financial decisions and confidently navigate all of life’s transitions to achieve their life goals.
Stephanie joined Councilor in 2023, bringing considerable experience working with individuals, couples, and families to manage their finances in a comprehensive, holistic manner throughout their lives, from marriage, starting a family, and planning for taxes to preparing for retirement and estate advisory/legacy planning.
In addition to her expertise in financial planning for families, Stephanie has worked extensively with institutional clients (especially endowments and foundations) and their boards and investment committees to develop investment policy statements that guide the management and oversight of their portfolios. More recently, Stephanie has expanded her focus to assist individuals who are contemplating or engaged in a divorce. Further, she has honed her analytical and creative problem-solving skills during numerous engagements as a strategy consultant.
