Stephanie
Anderson
CWS®
Wealth Advisor
Stephanie joined her dad and brother at Pulse Financial in 2013, became an advisor in 2015 and partner in 2016. As a Certified Wealth Strategist (CWS®) she lives her passion every day creating personalized financial plans and investment strategies to help people pursue their financial goals now through retirement addressing the 13 primary wealth management issues including retirement planning, investment planning, risk management and insurance, executive compensation, tax and estate planning and more.
When she's not doing the work that she loves she's spending time with her husband – a high school teacher and coach – and their two beautiful girls, playing in and attending sporting events and traveling the world!