Stephanie Dewitt Email and Phone Number
Stephanie Dewitt work email
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Stephanie Dewitt personal email
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With more than three decades of experience in financial services, I have built my RIA practice by providing personalized financial advice and excellent service. I started Ascend Financial Consultants, Inc. more than 15 years ago in order to completely focus on the unique concerns of people who value customized wealth management from trusted respected investment professionals.An Indiana native, I graduated with a bachelor’s degree in marketing from General Motors Institute, now Kettering University, and began my financial services career shortly after moving to Southern California in 1980. An active member of the Sierra Club and United States Tennis Association, I am an avid hiker and have climbed Half Dome and Mt. Whitney. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.CA Insurance license number 0A12672Please contact me by e-mail, sdewitt@ascendfc.com or by phone 626-405-0256. I cannot respond to messages through LinkedIn.
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Wealth AdvisorMonarch Wealth Strategies Nov 2021 - PresentPasadena, California, United States -
PrincipalAscend Financial Consultants, Inc Apr 2004 - Sep 2024United StatesFounder of AFC in Pasadena, CA. Investment advisor for over 40 years having recently sunsetted active investment oversight and operations.
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Managing PartnerAscend Financial Consultants, Inc. Apr 2004 - Mar 2022Pasadena, CaAs Founder and Principal, I am responsible for setting service and operational standards of the practice. Our success at delivering the best advice to our clients cannot be sufficient unless we have the backbone in place to be proactive and responsive to our clients needs.
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PrincipalAscend Financial Consultants, Inc. Apr 2004 - Mar 2022Pasadena, Ca
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Vice President - InvestmentsUbs Jul 1996 - Apr 2004Pasadena, CaFinancial Advisor
Stephanie Dewitt Skills
Stephanie Dewitt Education Details
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Kettering UniversityMarketing -
Indiana University
Frequently Asked Questions about Stephanie Dewitt
What company does Stephanie Dewitt work for?
Stephanie Dewitt works for Monarch Wealth Strategies
What is Stephanie Dewitt's role at the current company?
Stephanie Dewitt's current role is Founder of Ascend Financial Consultants, Inc..
What is Stephanie Dewitt's email address?
Stephanie Dewitt's email address is sd****@****dfc.com
What is Stephanie Dewitt's direct phone number?
Stephanie Dewitt's direct phone number is 877-307*****
What schools did Stephanie Dewitt attend?
Stephanie Dewitt attended Kettering University, Indiana University.
What are some of Stephanie Dewitt's interests?
Stephanie Dewitt has interest in Hiking, Tennis.
What skills is Stephanie Dewitt known for?
Stephanie Dewitt has skills like Investments, Finance, Retirement Planning, Asset Allocation, Mutual Funds, Estate Planning Strategies, Long Term Care Insurance, Insurance, Strategic Investment Planning, Skilled At Developing Investment Plans For Individual Investors.
Who are Stephanie Dewitt's colleagues?
Stephanie Dewitt's colleagues are Charlene Asmann, Aaron C., Juan Ramos, Nicole Allen, Amanda Fox, Brian Johnson, Grant Colin, Cfp®.
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Stephanie DeWitt
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Stephanie DeWitt
Student At Savannah College Of Art And Design. Pursuing A Ba In Graphic Design.Carpentersville, Il -
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Stephanie DeWitt
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