Stephanie Anderson, CFP®, CFA
Designations and Licenses
Stephanie is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst® designation.
Experience and Education
Stephanie provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. She designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. She also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.
Prior to joining Mariner Wealth Advisors, she was a wealth advisor at Mercer Advisors. Prior to that, she was a director and partner on the relationship management team at Strategic Investment Group helping oversee institutional clients and high-net-worth families’ investment portfolios.
Stephanie has a bachelor’s degree in economics from Yale University and an MBA with a concentration in finance and strategic management from The Wharton School at the University of Pennsylvania.
Stephanie enjoys ping pong, Pilates and spending time at the beach with her family and friends. She serves on the board of her homeowners’ association and previously served as a tutor in an adult literacy program.