CERTIFIED FINANCIAL PLANNER™
CERTIFIED PROFESSIONAL CO-ACTIVE COACH™
San Jose State University
Planning is essential to success – however you define it.
Stephanie Richman, CFP®, CPCC®, is Regional Director of Northern California/East Bay at EP Wealth Advisors. She started her investment career in 1987 working as an institutional stockbroker of European equities in Tokyo, Melbourne and New York City. After 5 years in the industry, she decided to take a year off and make her way back to California, where she spent 24 years with Fidelity Investments. At Fidelity, she took on multiple roles including Branch Management in Monterey and San Jose, a Regional Planning and Training role covering the Pacific Northwest, a Senior Retirement Counselor role where she met with Faculty and Staff one-one and led workshops on Retirement and Estate Planning at universities across the country, and lastly as a Private Wealth Management Advisor in Palo Alto, CA. In 2018 she founded Richman Financial Planning, LLC. Ms. Richman’s extensive experience in the financial planning arena has made her all the more passionate about helping people understand where they are, and helping them get to where they want to be. While Stephanie was living overseas, she caught the travel bug and has been to 38 countries so far. She also loves to bike, hike, and get caught up in a good book in her free time. Currently, she resides in Berkeley, CA with her partner where you may find her walking with their dog at Point Isabel, riding the Bay Trail, exploring local restaurants, or seeing a play at the Berkeley Rep.
Wealth Management Team: