Stephanie Richman-1

Lafayette, California

Stephanie Richman

CFP®, CPCC®
Vice President/Wealth Advisor
Education &
Certifications

CERTIFIED FINANCIAL PLANNER™

CERTIFIED PROFESSIONAL CO-ACTIVE COACH™

San Jose State University

Financial Tip

Planning is essential to success – however you define it.

About Stephanie
Stephanie Richman, CFP®, CPCC® is a Vice President/Wealth Advisor 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:

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
monica912

Monica VanEck

Financial Planner
CFP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
EAN_SID-3370

Sid Ean

Portfolio Manager
CFA
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