Stephanie Rumold, CFP®, CPWA®
Senior Wealth Advisor
Stephanie Rumold, CFP®, CPWA® is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients. With over 20 years of experience in the finance industry, Stephanie has extensive experience in retirement planning, investment management, insurance, charitable planning, and tax planning. Stephanie is passionate about empowering women around personal finance and is an active member of Beacon Pointe’s Women’s Advisory Institute. Prior to joining Beacon Pointe, Stephanie was a Managing Director at First Republic Private Wealth Management and a Vice President and Financial Consultant at Charles Schwab. Stephanie is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor®.