Walnut Creek, California Office
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Stephanie’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.
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Stephanie started her investment career in 1987 working as an institutional stockbroker of European equities in Tokyo, Melbourne, and New York City. After five 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.
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Stephanie is a graduate of San Jose State University, earning a B.S. in Accounting. She holds the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED PROFESSIONAL CO-ACTIVE COACH™ designations.
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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.
WE KEEP YOU INFORMED
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
By Stephanie Richman, CFP®, CPCC®,...
With the holidays rolling around,...