Stephanie Trexler, Ms, Cfp®

Stephanie Trexler, Ms, Cfp® Email and Phone Number

Founder of Golden Goose Wealth Planning & Once Upon a Room, Grand Rapids @ Golden Goose Wealth Planning
Stephanie Trexler, Ms, Cfp®'s Location
Grand Rapids, Michigan, United States, United States
About Stephanie Trexler, Ms, Cfp®

Stephanie Trexler is a CERTIFIED FINANCIAL PLANNER™ and the founder and owner of Golden Goose Wealth Planning, an independent RIA. Stephanie has experience working at various financial planning firms in the state of Michigan. She earned her master’s degree in personal financial planning from Kansas State University. She is also an active Board member of the Financial Planning Association of Michigan. Stephanie is a proud CASA volunteer of Kent County acting as the voice for children in the foster care system. Stephanie is also the founder of the Grand Rapids chapter of Once Upon A Room.

Stephanie Trexler, Ms, Cfp®'s Current Company Details
Golden Goose Wealth Planning

Golden Goose Wealth Planning

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Founder of Golden Goose Wealth Planning & Once Upon a Room, Grand Rapids
Stephanie Trexler, Ms, Cfp® Work Experience Details
  • Golden Goose Wealth Planning
    Founder & Financial Planner
    Golden Goose Wealth Planning Dec 2020 - Present
    Grand Rapids, Michigan, Us
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  • Fpa Of Michigan
    Career Development Comittee Member
    Fpa Of Michigan Jan 2018 - Present
    President, Career Development Committee Chair, Past Symposium Co-Chair, NexGen Committee member
    View
  • Grand Wealth Management
    Salentica Elements Technology Consultant
    Grand Wealth Management Jan 2021 - May 2021
    Grand Rapids, Michigan, Us
    View
  • Grand Wealth Management
    Associate Financial Advisor
    Grand Wealth Management Feb 2018 - Dec 2020
    Grand Rapids, Michigan, Us
    View
  • Portfolio Solutions, Llc
    Client Relationship Manager
    Portfolio Solutions, Llc Apr 2017 - Jan 2018
    Royal Oak, Michigan, Us
    View
  • Focus Financial Group, Inc.
    Financial Advisor
    Focus Financial Group, Inc. Sep 2014 - Apr 2017
    Southfield, Mi, Us
    View
  • Financial Independents Inc.
    Associate Advisor
    Financial Independents Inc. Sep 2013 - Sep 2014

Stephanie Trexler, Ms, Cfp® Skills

Customer Service Management Sales Powerpoint Teamwork Accounting Microsoft Office Time Management Financial Services Microsoft Excel Public Speaking Microsoft Word Finance Research Access Windows Social Media Outlook Strategic Financial Planning

Stephanie Trexler, Ms, Cfp® Education Details

  • Central Michigan University
    Central Michigan University
    Personal Financial Planning
  • Kansas State University
    Kansas State University
    Personal Financial Planning
  • Fpa Residency Program
    Fpa Residency Program
    Denver Colorado

Frequently Asked Questions about Stephanie Trexler, Ms, Cfp®

What company does Stephanie Trexler, Ms, Cfp® work for?

Stephanie Trexler, Ms, Cfp® works for Golden Goose Wealth Planning

What is Stephanie Trexler, Ms, Cfp®'s role at the current company?

Stephanie Trexler, Ms, Cfp®'s current role is Founder of Golden Goose Wealth Planning & Once Upon a Room, Grand Rapids.

What schools did Stephanie Trexler, Ms, Cfp® attend?

Stephanie Trexler, Ms, Cfp® attended Central Michigan University, Kansas State University, Fpa Residency Program.

What skills is Stephanie Trexler, Ms, Cfp® known for?

Stephanie Trexler, Ms, Cfp® has skills like Customer Service, Management, Sales, Powerpoint, Teamwork, Accounting, Microsoft Office, Time Management, Financial Services, Microsoft Excel, Public Speaking, Microsoft Word.

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