Stephanie Yang is the Director of Planning and Investments and the backbone of our planning process. She is responsible for critically analyzing client situations and developing customized financial plans to help them reach their goals and objectives.
Stephanie has been with Northwestern Mutual for nearly a decade and with our team since 2018. As the architect behind written financial blueprints and recommendations, Stephanie has supported multiple teams in every capacity, but finds that she thrives most in analyzing, designing, and implementing plan strategies and educating our clients about financial planning. Stephanie enjoys giving our clients peace of mind that they have knowledgeable experts in their corner to help them with such an important, yet complicated, part of life. Whether it’s as simple as walking a client through final questions about the direction of their investment plan or ensuring a seamless 401k rollover experience, Stephanie enjoys being a resource for our clients.
Stephanie is a constant student and believes that learning is a lifelong journey. She is fully licensed and registered, currently holds her ChFC® (Chartered Financial Consultant) and CLU® (Chartered Life Underwriter) Designations and FINRA Series 6, 7, 63, and 65. She will be obtaining her RICP® (Retirement Income Certified Professional) designation in May 2020.
Stephanie graduated Summa Cum Laude from the University of California, Irvine with a double Bachelor's in Economics and Anthropology. When she's not assisting our clients with their planning needs, she can be found enjoying a good book or doodling on a sketchpad. She lives with her husband Tim and their Corgi puppy, Ema in the Bay Area.
