MERCER ADVISORS | WWW.MERCERADVISORS.COM
SKOHLER@MERCERADVISORS.COM | (805) 565-2559
About: Stefani has more than a decade of experience in the financial services industry, all with Mercer Advisors. She previously served as an investment operations supervisor, acting as a liaison between advisors and custodians and managing account maintenance and monetary movement for the company. Her desire to collaborate directly with clients led to her transition to client service. Stefani is passionate about assisting clients in achieving Economic Freedom™. She serves a diverse range of clients at various life stages, including young couples accumulating wealth, doctors approaching retirement, and widows planning their path forward after the loss of a lifelong partner. Stefani prioritizes her clients' most important goals, creating custom-tailored plans that help provide clarity and confidence about their financial future. Using a comprehensive approach that includes financial planning, proper asset allocation, and tax strategies, Stefani helps ensure her clients are set up for success in all aspects of their plan. Her deep care and commitment make her an excellent partner in financial decisions. Stefani graduated from the University of California, Santa Barbara where she received a bachelor's degree in psychology. Stefani is a CERTIFIED FINANCIAL PLANNER® professional and holds the FINRA Series 65 license
Specialties: Stefani walks in partnership with clients through difficult life events such as the death of a life-long partner. She is currently studying to become a Certified Divorce Financial Analyst through the Institute for Divorce Financial Analysts to help clients navigate divorce and see how a potential divorce settlement can impact their future financial plan. She delivers wealth management for women from the eyes of a woman.
Quote: “Do not save what is left after spending; instead spend what is left after saving.” – Warren Buffett
Connect: Contact Stefani at skohler@merceradvisors.com or at (805) 565-2559, or visit her website below!