Stefanie Corrales, FPQP™, SHRM-SCP®

California State Icon Lafayette West, California
Client Relationship Manager
Financial Paraplanner Qualified Professional™ (FPQP™)
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About Stefanie

Stefanie Corrales is responsible for the operational, service and back-office functions. In 2011, she joined Personal Financial Consultants, Inc., which became part of EP Wealth Advisors in 2019, bringing 14 years of experience as a branch manager for two different Southern California banks and a wealth of knowledge in management, client service, compliance and operations. Stefanie is a Financial Paraplanner Qualified Professional™ (FPQP™), and holds a Senior Certified Professional designation from the Society for Human Resource Management (SHRM-SCP). Stefanie and her husband Ruben are recent empty nesters (save for their two cats); she enjoys spending her free time reading, hiking and visiting scenic places such as Big Sur, Half moon Bay and the Rogue river.

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Education

West Los Angeles College

How can Stefanie help?

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