Stephanie is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor as seen in Wall Street Journal, Huff Post, Business Insider, Yahoo! Finance, and U.S. News and World Report on financial planning, investment management, and tax strategy. Areas of Focus: Asset allocation and portfolio management Tax reduction strategies Company-sponsored 401(K) and pension plans Business Owner Planning Charitable Giving Insurance & risk management Concentrated stock strategies Equity compensation strategies Contact: Office: (949) 222-6400 ext. 107 stephanie@pwmg.com * Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accurac