Annette Findling, Cfp®

Annette Findling, Cfp® Email and Phone Number

Principal at Stonebridge Wealth Advisors, LLC @
Annette Findling, Cfp®'s Location
Austin, Texas, United States, United States
Annette Findling, Cfp®'s Contact Details

Annette Findling, Cfp® work email

Annette Findling, Cfp® personal email

n/a
About Annette Findling, Cfp®

Stonebridge Wealth Advisor's founder, Annette Findling has spent over two decades of her career in wealth management working towards growing, protecting and preserving her client's investments.With a client-service philosophy centered around education, Annette works in lockstep with her client's distinct needs. Known for asking questions and understanding each client's personal landscape before making recommendations, her thoughtful approach removes the mystery from future planning. With the help of Annette's signature clarity and informed guidance, her clients are able to make confident decisions on behalf of their future goals in pursuit of long-term peace of mind.Annette is known for her hard work, sharp-wit, and candor. Among Annette's many professional attributes, her clients benefit most from her ability to assess complex financial situations, respond with smart, strategic solutions and communicate her recommended strategies in the simplest of terms. Her strategies tell a clear story of the potential pathways to growth and the possibilities for the future.Away from the office, Annette enjoys spending time with her husband and their two high school aged sons in Winnetka where they live.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the contact info section above. Investment advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and Stonebridge Wealth Advisors are separate entities from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities only with residents of the following states: IL, WI, CA. Please be aware that third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness

Annette Findling, Cfp®'s Current Company Details
Rich Women Rock (Blog Site)

Rich Women Rock (Blog Site)

Principal at Stonebridge Wealth Advisors, LLC
Annette Findling, Cfp® Work Experience Details
  • Rich Women Rock (Blog Site)
    Founder
    Rich Women Rock (Blog Site) Jan 2016 - Present
    Rich Women Rock is my love letter to women everywhere. Through this blog, I hope to inspire all of the fierce, funny, and fabulous women out there to take control of their finances and prepare to live a full and independent life that is ripe with choices. I believe that preparing for your financial independence requires some thought and some strategy, but does not mean suffering and sacrifice. Instead, I choose to look at building a well-suited investment portfolio like building the perfect wardrobe. It is a never-ending pursuit and you need a little of everything so that you’re prepared for everything.
  • Stonebridge Wealth Advisors, Llc
    Principal
    Stonebridge Wealth Advisors, Llc Dec 2012 - Present
    980 N. Michigan Avenue #1245 Chicago, Il 60611

Annette Findling, Cfp® Skills

Strategic Financial Planning Retirement Planning Asset Allocation Mergers Investments Public Speaking Strategic Planning Wealth Series 63 Customer Service Real Estate Series 7 Financial Advisory Insurance Project Planning Wealth Management Services Marketing Strategy Certified Financial Planner Long Term Care Insurance New Business Development

Annette Findling, Cfp® Education Details

Frequently Asked Questions about Annette Findling, Cfp®

What company does Annette Findling, Cfp® work for?

Annette Findling, Cfp® works for Rich Women Rock (Blog Site)

What is Annette Findling, Cfp®'s role at the current company?

Annette Findling, Cfp®'s current role is Principal at Stonebridge Wealth Advisors, LLC.

What is Annette Findling, Cfp®'s email address?

Annette Findling, Cfp®'s email address is af****@****sor.com

What schools did Annette Findling, Cfp® attend?

Annette Findling, Cfp® attended Michigan State University.

What skills is Annette Findling, Cfp® known for?

Annette Findling, Cfp® has skills like Strategic Financial Planning, Retirement Planning, Asset Allocation, Mergers, Investments, Public Speaking, Strategic Planning, Wealth, Series 63, Customer Service, Real Estate, Series 7.

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