Brenda Stein

Brenda Stein Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ @
Brenda Stein's Location
Medford-Grants Pass Area, United States, United States
Brenda Stein's Contact Details

Brenda Stein work email

Brenda Stein personal email

n/a
About Brenda Stein

Brenda Stein is a CERTIFIED FINANCIAL PLANNER™ at Pacific Crest Wealth Management.

Brenda Stein's Current Company Details
Pacific Crest Wealth Management

Pacific Crest Wealth Management

CERTIFIED FINANCIAL PLANNER™
Brenda Stein Work Experience Details
  • Pacific Crest Wealth Management
    Senior Wealth Manager
    Pacific Crest Wealth Management Mar 2024 - Present
    Portfolio Maintenance, Retirement Planning, Estate Planning
  • Lighthouse Financial Planners And Advisors
    Certified Financial Planner (R)
    Lighthouse Financial Planners And Advisors Sep 2023 - Apr 2024
    Medford, Or, Us
    View
  • Seacrest Wealth Management
    Wealth Manager
    Seacrest Wealth Management May 2018 - Sep 2023
    Purchase, Ny, Us
    Wealth Management
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Oct 2013 - May 2018
    St. Louis, Mo, Us
    View

Brenda Stein Education Details

  • University Of Phoenix
    University Of Phoenix
    General
  • University Of California, Davis
    University Of California, Davis
    Civil Engineering

Frequently Asked Questions about Brenda Stein

What company does Brenda Stein work for?

Brenda Stein works for Pacific Crest Wealth Management

What is Brenda Stein's role at the current company?

Brenda Stein's current role is CERTIFIED FINANCIAL PLANNER™.

What is Brenda Stein's email address?

Brenda Stein's email address is bs****@****nts.com

What schools did Brenda Stein attend?

Brenda Stein attended University Of Phoenix, University Of California, Davis.

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