Stephanie M. Roberts, IAR

Q&A with Stephanie

What do you enjoy about being a Financial Planner?

I love helping my clients reach their financial goals and open their eyes to options they may not have known existed. It’s also very rewarding to see the difference we can make and to be a resource when our client’s needs change and they need help making financial decisions. Each client is a new puzzle to solve, which keeps my job very interesting.

What do you like to do for fun?

I love to paint and create many different types of mixed media art. I hope to someday further my skills and take some art classes in the future. I am also very passionate about traveling and strive to visit a new country every year. Spain is my favorite destination so far – the island of Mallorca to be specific. The food, people, and culture keep me coming back year after year.

How do you define your role as a fiduciary?

Being a fiduciary is one of the most important aspects of our industry. The clients’ interests always come first at our firm, which helps create a deep trust in our client relationships. We do not accept commissions, so any investment recommendations that we give are purely in the best interest of the client.

What makes your practice unique?

We take a comprehensive approach to financial planning that evolves as the client experiences new life events. We take as much time as needed to ensure that all needs are met, and the client understands our recommendations and their path moving forward.

person

Biography

Stephanie began her career in the financial planning industry in 2014 at a former Registered Investment Advisory firm. During her final years with the firm, she became their Chief Operations and Compliance Officer, overseeing the day-to-day administrative and operations functions of the firm, as well as implementing and supervising the regulatory compliance procedures.

In January 2019 she began her employment with The H Group, Inc. and was given the opportunity to switch from the operations and compliance side of the business into financial planning. She now enjoys being part of a collaborative team that helps each client achieve their financial goals.

On a personal note, Stephanie grew up on the Oregon coast but has been living in Seattle since 2012. She enjoys traveling the world, photography, learning new languages, gardening, reading, and spending time with her family and friends.

Education

Coming Soon!


email

Email Stephanie

Please take care not to include any information that is confidential or sensitive. Details of your financial picture can be discussed in person or over the phone.


Our Communities

We’re Committed to Supporting Our Community

As CERTIFIED FINANCIAL PLANNER™ professionals, we have the unique opportunity to develop deeper connections with our communities. Because our work enhances personal growth, professional development, and financial or business success, it’s easier to see how our success is intertwined with other people’s success. The CFP Board recognizes the value of this contribution and encourages all…

Read more